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Specify Who Can Submit Records to a Classic Approval Process
Only specified individuals or roles can submit a record for approval. You can also let submitters recall an approval request.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Initial Submitters
| Submitter Type | Select a type or search to populate the Available Submitters list. |
| Allowed Submitters | If the user who submits a record for approval isn’t included in this list, the record doesn’t enter this classic approval process—even if the record meets the entry criteria. |
Page Layout Settings
| Add the Submit for Approval button and Approval History related list to all Object page layouts | When selected, Salesforce adds the Submit for Approval button to the Standard Buttons and Approval History related list to the Related Lists for all page layouts for the object. This setting is available only when you create a classic approval process. If the Standard Buttons for a layout haven’t been customized before, the Submit for Approval button isn’t added. |
Submission Settings
| Allow submitters to recall approval requests | If selected, submitters can recall their approval requests. If unselected, only admins can recall requests. This option is useful for situations where things can change on the submitter’s side while waiting for an approval. For example, an opportunity could be lost after the user submits it for approval. |

