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            Define an Approval Process

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            Define an Approval Process

            Define an approval process for the Document Checklist Item object.

            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 created an email template to use with this approval process.

            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. ClickCreate New Approval Process and select Use Standard Setup Wizard.
            4. Enter a name and description for your process and click Next.
            5. Define the type of records for this approval process and click Next.
            6. Use custom Apex triggers with account teams or use custom fields to define your automated approval routing.
              1. If you’ve configured account teams and want to automatically start an Approval Process with custom Apex Triggers, select None.
              2. If you’ve created custom document checklist item fields for your approvers, select them from the Next Field Used for Automated Approval Routing drop-down list.
            7. On the New Approval Process page under Record Editability Property, select who you want to edit records during the approval process. Click Next.
            8. In Approval Assignment Email Template, select the desired email template and click Next.
            9. Define the fields you want on your approval page layout.
              1. In Available Fields, select the field you want to display and click Add.
              2. In Selected Fields, select fields and use Up and Down to set their display order.
              3. Make your selections for approval page fields and security settings and click Next.
            10. Define your approval submitters.
              1. In Available Submitters, select the users who submit the initial request for approval and click Add.
              2. Select Add the Submit for Approval button and Approval History related list to all Document Checklist Item page layouts.
              3. Select Allow submitters to recall approval requests.
              4. Click Save.

            See Also

             
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