You are here:
Design the Approval Request Page for Classic Approval Processes
The approval page is where an approver responds to an approval request from a classic approval process. Customize which fields appear on that page and in which order. This page is used only for this classic approval process.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This
new feature provides a more flexible, user-friendly flow-based interface, and it can trigger
on record changes, supporting Apex extensibility and detailed logging for compliance and
audit trails. It supports dynamic routing based on data and business rules, unlike Classic
Approval Processes, which are tied to specific objects and offer limited support for
processes by using conditions. With Flow Approval Processes, you can monitor submitted
records and quickly identify bottlenecks, giving you unprecedented visibility into approval
workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume
automation credits or orchestration runs.
| Option | Description |
|---|---|
| Selected Fields | Specifies which fields to show on the approval request page. Keep in mind that approvers can view this page on a mobile device. Select only the fields necessary for users to decide whether to approve or reject records. |
| Display approval history information... | If selected, the approval request page displays the approval history of the associated record. This option is available only in Salesforce Classic. In Lightning Experience, the approval history appears only on the record being approved. |
| Security Settings | Controls whether users have to log in to Salesforce to see the approval request.
|
Did this article solve your issue?
Let us know so we can improve!
