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            Create Approval Steps with Custom Fields

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            Create Approval Steps with Custom Fields

            Define the chain of approval for the Document Checklist Item object using custom fields.

            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. Under Approval Steps, click New Approval Step.
            5. Specify your step criteria.
              1. If you want all records to use this step, select All records should enter this step.
              2. If you want only specified records to use this step, select Enter this step if the following. Then define your criteria and select what happens if the record doesn’t meet the criteria.
              3. Click Next.
            6. Under Select Approver, select Automatically assign to approver(s) and decide if you want to assign to a related user or a user.
              1. In the left field beneath Automatically assign to approver(s), select Related Users, and select the approver’s name.
              2. In the left field beneath Automatically assign to approver(s), select Users, and select the approver’s name.
            7. Make a selection for When multiple approvers are selected.
            8. If you want an approver to be able to delegate their approval, select The approver’s delegate may also approve this request.
            9. Under Reject Behavior, specify what to do if the approver rejects the item at this step.
              1. If you want a rejection to end the approval process, select Perform all rejection actions for this step AND all final rejection actions.
              2. If you only want the rejection actions for this step to be performed, select Perform ONLY the rejection actions for this step and send the approval request back to the most recent approver.
              3. Click Save.
            10. On the What Would You Like To Do Now? page, select No, I’ll do this later and click Go.
            11. Under Approval Steps, click Show Actions next to the approval step you created.

            See Also

             
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            Salesforce Help | Article