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Automate Your Business Processes
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            Control Which Records Apply to a Classic Approval Process

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            Control Which Records Apply to a Classic Approval Process

            Narrow down the list of records that can be part of the classic approval process by specifying criteria. You can either use filters or write a formula.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Important
            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.

            If you want all records to pass through the classic approval process, click Next. If only certain types of records are considered, use one of the following options.

            Option To enter the approval process...
            criteria are met The record must meet the filter criteria.
            formula evaluates to true

            The formula must return True.

            Some functions aren’t available in classic approval process formulas. For information on which functions you can use in classic approval process formulas, see Formula Operators and Functions by Context.
            Example
            Example

            This filter lets an expense report enter this classic approval process only if the employee who submitted the report is at headquarters. 

            Current User: Office Location Equals Headquarters

            This formula lets a record enter this classic approval process only if its discount approval cutoff date is less than 30 days away. 

            (Discount_Approval_CutoffDate__c < (CloseDate - 30)

            See Also

             
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