Can I change the order of approval processes and their rules?
Yes. You can reorder the approval processes and rule entries according to your needs. Remember that the record which meets the criteria of the first rule in the first process will be submitted for approval. So you may want to make sure that your processes and rules are arranged accordingly.To rearrange the order, select the module for which you want to reorder the approval process.The processes will get listed. Drag and drop the items to reorder them.
Related Articles
Reorder Approval Processes and Process Rules
When there are multiple approval processes for a module, the system checks if a record matches the criteria in an approval process in the same order in which it is listed. By default, the approval processes are listed in a chronological order with ...
Can I set an approval process based on a pipeline?
Yes, you can set an approval process based on the pipeline so that the sales agents can only perform actions if the deal is approved. Approval processes can be triggered on creation or edit of record. For example, based on pipeline a deal can be sent ...
What is the order in which the approval processes are arranged by default?
The approval processes are arranged in a chronological order with the first process created, on the top of the list.
FAQs on Approval process
1. What is an approval process? Approval processes allow organizations to automate the approval of various business activities. For example, an organization may need a senior member to approve sales orders, budgets, capital expenses, discounts, ...
What is the order of execution when all the automation rules are configured?
If all of these automation configurations are set up, they will be executed in the following order: Assignment Rules: Any record entering CRM must have an owner, so the assignment rules are executed first. Review Process: If any incoming records meet ...