The Approvals application installs sequential and parallel approval process capabilities into your account. Once installed, to enable approval capabilities for a given object, follow these steps:
1. First plan your approval process 2. Mark one or more users as "Approvers" (use the checkbox on the User edit page. If you don't see it, use the Page Editor to add that field to the User edit page). 3. Enable the "Workflow" attribute on your object. 4. Enable the "Approval" attribute on your object. 5. Create a Workflow Action for approving records. You will see a new type of action available when creating a Workflow Action that allows you to select: sequence of approvers, an email template (edit template as needed), and type of approval process (sequential or parallel). 6. Assign this new Workflow Action to one or more Workflow Statuses so users can start the approval process at appropriate stages in your workflow.
Now, as soon as a particular record is in the "Ready for Approval" status, users with sufficient approval permissions can invoke that action to start the approval process. This will trigger an email to the first user on the approvers list (or to all of them in the case of parallel approval process). Assigned approvers can then approve or reject the record.
Once all approvers approve a record it will be moved to in "Approved" status. If any one of the approvers rejects the record, it will be moved intp the "Rejected" status. Meanwhile it will always stay in the "Approval in Progress" status until the process is completed. You can associate triggers and additional workflow capabilities with approval processes as necessary.
10/22/2016 04:45 AM
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