Is there a limit to the number of actions that can be created on approval or rejection of records?

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• Associating Actions for Approval or Rejection

  With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...

• 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 ...

• Where do the comments I make on approval/rejection/delegation of records appear?

  The comments you make on approval/rejection/delegation of records are sent to the record owner as an email notification.

• 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, ...