In the sequential approval process what is the logic that is applied to the sequence?
When you choose sequential approval process, the user mentioned first, on the top of the list, will be the first person to approve the record followed by the next user and so on.
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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 ...
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 ...
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, ...
Approval process
Define Approval Process for records Help guide Approval Process: an Overview Adding an Approval Process Associating Actions for Approval or Rejection
Comparison between Review Process and Approval Process
Characteristics Approval process Review process Execute on Record creation and edit. Applies to all records that enter the CRM system. Modules Standard and custom Standard and custom Entity (records or fields) for approval A record is considered for ...