I have modified the rule criteria for a process. In this case, what happens to the records pending approval according to the previous rule?

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• 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, ...

• Adding an Approval Process

  Each approval process is associated to a rule that defines the process. You need to specify the rule criteria, the approval authority and also actions that need to be carried out on approval or rejection. Create approval processes for purchase ...

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  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 ...

• Some records do match an approval process but they have not been submitted for approval. Why?

  Records that are created/modified and match rule criteria of a process after creation of a approval process are the ones that will be submitted for approval. If you find that records that match the criteria set but are not submitted for approval, it ...

• What are the consequences of deactivating an approval process?

  If you deactivate an approval process, the records that were created/modified and match the rule criteria of the approval process before deactivation will be pending approval. They can be approved by the users selected to approve them. Once ...