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Create a Classic Approval Process with the Standard Wizard
When your classic approval process is more complex and you want to define specific steps, use the standard wizard.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
| User Permissions Needed | |
|---|---|
| To create approval processes: | Customize Application |
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.
From Setup, enter Approval Processes in the Quick Find box, then select Approval Processes.
Select an object, and then select Create New Approval Process | Use Standard Setup Wizard. Configure the classic approval process.
- 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. - Choose Request Notification Templates for a Classic Approval Process
When a classic approval process assigns an approval request to a user, Salesforce sends the user an approval request email. If Approvals in Chatter is enabled, Salesforce also posts the approval request to Chatter. Choose templates for each of these notifications. - Choose an Automated Approver Throughout a Classic Approval Process
Associate a hierarchy field—such as the user’s manager—with a classic approval process. When selected, the field is available as an assigned approver option for approval steps. You can always select a hierarchy field here but not use it for any approval steps. - Specify Who Can Edit Locked Records in a Classic Approval Process
When a record is submitted for approval, it’s locked to prevent users from editing it during the classic approval process. Use the record editability properties to determine who can edit records that are locked in this classic approval process. - 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. - 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.
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