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

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            Control Which Records Apply to an Approval Step in a Classic Approval Process

            Control which records are part of the approval step by setting the step’s criteria. You can also specify what happens to records that don’t meet the step’s criteria.

            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.

            Specify Step Criteria user interface

            Criteria Options

            If all records go through this approval step, leave All records should enter this step selected.

            If only certain types of records are supposed to enter this process, select Enter this step if the following... and choose the appropriate option (1). For details on the options, see Control Which Records Apply to a Classic Approval Process.

            (2) Else Options for Approval Step Criteria

            If you specified filter criteria or entered a formula, choose what happens to records that don’t meet the criteria or if the formula doesn’t return True.

            Note
            Note You can’t change your selection after the classic approval process has been activated, even if you deactivate the classic approval process.
            Option Description
            approve record Approves the request and performs all final approval actions.
            reject record Rejects the request and performs all final rejection actions. This option is available only for the first step in the classic approval process.
            go to next step

            Skips this step and goes to the next step. Available only when there’s a later step.

            When you apply this option in the first step, keep in mind:

            • If the record doesn’t meet the criteria for any subsequent steps, the record is rejected.
            • If you delete all later steps, Salesforce rejects the record.

            When you apply this option in another step, keep in mind:

            • If you delete all later steps, Salesforce ends the process.

            See Also

             
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            Salesforce Help | Article