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PTO Requests Classic Approval Process Example
Most companies require employees to file a PTO (Paid Time Off) request and have their manager approve it. In three phases, here's how to automate a simple one-step PTO request process using Salesforce Classic Approval Processes.
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.
Prep Your Organization
Before creating the approval process:
- If you don’t yet have a custom object to track your PTO requests, create a custom object and tab called PTO Requests. Add the appropriate fields for your PTO Requests such as Start Date, End Date, and Employee Name.
- To notify approvers about a pending approval request, create an email template. To direct users to the approval page in Salesforce, include approval process merge fields.
Create the Approval Process
Use the jump start wizard to create a classic approval process for the PTO Request custom object and specify the following:
Tip To let the submitter withdraw a submitted PTO request,
click Edit and choose Initial Submitters.
Then select Allow submitters to recall approval requests.
- Select the email template you created for this classic approval process.
- Don't specify filter criteria. That way, PTO requests are included in this classic approval process regardless of their attributes.
- Select the Automatically assign an approver using a standard or custom hierarchy field option, then choose Manager.
- The jump start wizard automatically chooses the record owner as the only person who can submit PTO requests.
Wrap Things Up
- After you created the classic approval process, add the Approval History related list to the PTO Request object page layout.
- Consider adding the Items To Approved related list to your custom home page layouts. The related list shows users all approval requests that are waiting for their response.
- If you have a sandbox, test the classic approval process, then activate it.
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