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            Add Field Updates to the Approval Process for Onboarding

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            3. Financial Services Cloud Admin Guide

            Add Field Updates to the Approval Process for Onboarding

            Field updates change the selected field after the approval process is complete. You can add field updates for Final Approval Actions and Final Rejection Actions.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have the Financial Services Cloud enabled
            User Permissions Needed
            To add field updates: Customize Application
            1. To add a field update for the Final Approval action,
              1. Under the Final Approval Actions, click Add New, and then select Field Update.
              2. Enter a name for the field update.
                For example, Party Profile to Reviewed.
              3. From the Field to Update dropdown list, select Stage.
              4. Under Specify New Field Value, select A specific value and select Approved.
              5. Save your changes.
            2. To add a field update for the Final Rejection action,
              1. Under the Final Rejection Actions, click Add New, and then select Field Update.
              2. Enter a name for the field update.
                For example, Party Profile to Rejected.
              3. From the Field to Update dropdown list, select Stage.
              4. Under Specify New Field Value, select A specific value and select Rejected.
              5. Save your changes.
             
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