Set Up Approval Process Detail Page For Clause

To activate the clause approval process, define at least one approval step and specify the recipients for the approval request. Configure the field update settings for final approval actions, final rejection actions, and recall actions. The setup ensures that the clause status accurately reflects the defined action when it is approved, rejected, or recalled.The comprehensive configuration guarantees a smooth and efficient clause approval process.

1. From Setup, in the Quick Find box, enter Approval Process, and then select Approval Processes.
2. In Manage Approval Processes For, select Document Clause.
3. Click the approval process that you defined earlier.
4. In the Approval Steps section, verify that the Assigned Approver is set to Manager.
   You assigned Manager as the approver in earlier steps.
5. In the Final Approval Actions section, add a field update.
   1. Click Add New, and select Field Update.
   2. Enter these details on the New Field Update window:

      • Name: DraftToActive

      • Unique Name: DraftToActive

      • Description: Add a description.

      • Default object: Document Clause.

      • Field to Update: Status

      • A specific value: Active

   3. Save your changes.
6. In the Final Rejection Actions section, add a field update.
   1. Click Add New, and select Field Update.
   2. Enter these details on the New Field Update window:

      • Name: RejectClause

      • Unique Name: Rejected

      • Description: Add a description.

      • Default object: Document Clause.

      • Field to Update: Status

      • A specific value: Rejected

   3. Save your changes.
7. In the Recall Actions section, add a field update.
   1. Click Add New, and select Field Update.
   2. Enter these details on the New Field Update window:

      • Name: RecallClause

      • Unique Name: RecallClause

      • Description: Add a description.

      • Default object: Document Clause

      • Field to Update: Status

      • A specific value: Draft

   3. Save your changes.
8. Add an email alert for clause approval, rejection, and recall actions.
   1. Go to the Final Approval Actions section.
   2. Click Add New, and select Email Alert.
   3. In Description, enter Approve Email.
      The system automatically fills the Unique name field.
   4. Select the email template that you want to use when you send a clause approval email.
      The mail template was created as part of the prerequisites.
   5. In Recipient Type, select User.
   6. From Available Recipients, move the users that you want to receive the approval email to Selected Recipients.
   7. Save your changes.
   8. In the Final Rejection Actions section, repeat steps from b to g.
   9. In the Recall Actions section, repeat steps from b to g.
9. Activate the clause approval process.
10. Click OK.