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            Create Approval Actions

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            Create Approval Actions

            Use approval actions to determine what actions happen after an approval request is accepted, rejected, or recalled.

            Required Editions

            Available in: Lightning Experience
            Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management

            You’ve already created an approval process for your document checklist items.

            Note
            Note Approval Processes aren’t available in Professional Edition.
            1. From Setup, in the Quick Find box, Approval Processes, then select Approval Processes.
            2. In Manage Approval Processes For, select Document Checklist Item.
            3. Under Inactive Approval Processes, click the approval process you created for document checklist items.
            4. Create a final approval action that sets the document checklist item status to accepted.
              1. Under Final Approval Actions, click Add New and select Field Update.
              2. Name the new field update action and, in Field to Update, select Status.
              3. Under Picklist Options for Specify New Field Value, select A specific value.
              4. Select Accepted or the custom status you’re using when a document checklist item has been approved.
              5. Click Save.
            5. Create a final rejection action that sets the document checklist item status to rejected.
              1. Under Final Rejection Actions, click Add New and select Field Update.
              2. Name the new field update action and, in Field to Update, select Status.
              3. Under Picklist Options for Specify New Field Value, select A specific value.
              4. Select Rejected or the custom status you’re using when a document checklist item has been rejected.
              5. Click Save.
            6. Create a recall action that sets the document checklist item status to rejected.
              1. Under Recall Actions, click Add New and select Field Update.
              2. Name the new field update action and, in Field to Update, select Status.
              3. Under Picklist Options for Specify New Field Value, select A specific value.
              4. Select Rejected or the custom status you’re using when a document checklist item has been rejected.
              5. Click Save.
            7. Add other approval, rejection, or recall actions like email alerts for your approval process.

            See Also

             
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