Set Up an Approval Process for Party Profile and Application Form Records
To automate the review of the party profile and application form records that were created for onboarding the loan applicants, create approval processes. Use the approval processes to specify the sequence of steps that are necessary to approve a record.
Required Editions
| Available in: Lightning Experience |
| Available in: Professional, Enterprise, and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To create an approval process: | Customize Application |
An approval process specifies each step of approval, including from whom to request approval and what to do at each stage of the process.
A party profile record represents the information about the profile of the applicant that you’re onboarding.
- In Setup, find, and select Approval Processes.
- In Manage Approval Processes For, select Party Profile.
- Click Create New Approval Process, and then select Use Standard Setup Wizard.
- Enter Approve_Party_Profile as the name for the approval process.
- If only certain types of records should enter this approval processTo restrict the aproval process to certin types of records, enter the criteria and click Next.
- Select the field to be used for automated approval routing.
- Under Record Editability Properties, select Administrators ONLY can edit records during the approval process.
- Click Next.
- If you created an email template, select the email template that’s used to notify approvers that an approval request is assigned to them.
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Select the fields that you want to show on the Approval page layout.
-
From Available Fields, move the fields for the Party Profile object to Selected
Fields.
For example, you can select Party Profile Name, Owner Name, Created Date as the fields to be shown on the Approval page layout.
- Select Display approval history information in addition to the fields selected above.
- Under Security Settings, select Allow approvers to access the approval page only from within the Salesforce application. (Recommended).
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From Available Fields, move the fields for the Party Profile object to Selected
Fields.
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Specify the users who can submit the initial request for approval.
For example, you can select Party Profile Owner as the Allowed Submitter.
- Save your changes.
- Similarly, create another approval process to automate the review of application form records.
- Add an Approval Step to the Approval Process
Add an approval step to determine the records that can advance to that step and the approver, and to determine whether an approver’s delegate can respond to the requests. - Add Field Updates to the Approval Process
Field updates change the selected field after the approval process is complete. You can add field updates for final approval actions and final rejection actions. - Activate the Approval Process to Approve Party Profile and Application Form Records
After you set up the approval process, make sure that you activate the approval process. - Create and Configure a Queue for Digital Lending—India
Create a queue for the application form and party profile records, and the set of users who can retrieve these records from the queue. - Create Routing Rules for a Queue
Set up rules to direct application form records in a queue to underwriters based on their skill level and the type of loan that’s being applied for. This way, you can make sure that the most qualified underwriter must have evaluated each application .
See Also
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