Approval Process

Navigation :

SetupàBuildàCreateàWorkflow &ApprovalsàApprovalsàNew Approvals

àChoose the Object

àChoose single step Approval or MultiStep Approvals

Jump Start Wizard : When we want to create single step Approval process then select

                                  Jump Start Wizard

àStandard setup wizard : When we want to create multistep approval process then

                                                We will select standard setup wizard

Step 1:  Enter Approval process name and description

Step 2: Specify the entry criteria :

          The records which are meeting this criteria can only be submitted for approval

àWe can create criteria in two ways

          1.using Formules

          2.Criteria based condition

If you are using criteria based condition then  we can form 25 conditions in a single

Codition

Note : We can use fields of the objects on which we are creating the approval process and its parent object fields and current user object fields

Ex: Create a condition when transaction type is withdraw submit the record for apporaval

Step 3:

Specify Automated Approver:

When the record is submitted by the user for approval specify the automated approver to whom the record should be submitted for approval

1.This automated approver can be any one of the user field ( which mean any one hierarchal field value)

If you choose none in rest of the steps you cannot choose automated approver

Ex: When the record is submitted for approval send to submitters manager

If we choose none option we don’t like to make it automated we will chose the approver later

Note : The record approver will be submitter user field value

In case if you want to make record owner as the automated approver then enable corresponding field

Note : When the record is submitted for approval  automatically record is locked

Then specify who can unlock the record

If you choose the first radio button then only administrator can unlock the record

If we choose second radio both admin and approver can unlock the record

Step 4:

Select the email template  to notify the approver that record is sent to him for approval

Step 5:

Select the list of fields which need to be displayed to the approver

Approval History : if you enable the option previous approval history  of the record will be displayed along with the field which you have selected

Select Who can approve

If you select  first radio button user can approve the record from the  salesforce application

If you select the second option users can approve the record  from salesforce application and wireless devices like mobile salesforce app browser /chatter /email

Step 6: Select the list of users who can submit the record for approval

If you enable this option approval history will be displayed on the related list of the record which is submitted for approval

Recall Option :

If you enable this option submitter can recall  the record which he has submitted