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            Add Field Updates to the Approval Process

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            3. Financial Services Cloud Admin Guide

            Add Field Updates to the Approval Process

            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
            Available in: Professional, Enterprise, and Unlimited Editions
            User Permissions Needed
            To add field updates: Customize Application
            1. Add a field update for the final approval action.
              1. Under 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. Select Stage as the field to be updated.
              4. Under Specify New Field Value, select A specific value, and select Approved.
              5. Save your changes.
            2. Add a field update for the Final Rejection action.
              1. Under Final Rejection Actions, click Add New, and then select Field Update.
              2. Enter a name for the field update.
                For example, enter Party Profile to Rejected.
              3. Select Stage as the field to be updated.
              4. Under Specify New Field Value, select A specific value, and selectRejected.
              5. Save your changes.
             
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