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 the first process created, on the top of the list. If a record meets the criteria of more than one rule entry, it will be submitted for approval based on the first rule entry that it matches in the given approval process. So based on your requirements, you can reorder the approval processes. The same is the case with the Rules in an approval process.
For example, you create an approval process (Big Deals A) for potentials with expected revenue worth 5000 USD or more. When you create another approval process later (Big Deals B), for potentials with expected revenue worth 8000 USD or more, it is listed after the first process that you created.
So when a record with expected revenue is 8500 USD is created, it will be listed for approval based on Big Deals A criteria as this approval process is listed first. Ideally, it should be available for approval based on Big Deals B. In such cases, you may need to reorder the approval processed based on its priority.
To reorder approval processes
- Go to Setup > Process Management > Approval Process.
- In the Approval Process List page, approval processes for all modules will be listed.
- Click on the Module header and select the module whose approval processes you want to reorder.
- Click Reorder Processes.
- Drag and drop the approval processes and click Save.
To reorder rules in an approval process
- Go to Setup > Process Management > Approval Process.
- In the Approval Process List page, select an approval processes.
- Click ReorderRules.
This option will be available only when you have multiple rules for the approval process. - In the pop-up, drag and drop the rules and click Save New Order.
Related Articles
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 ...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 ...Approval Process: an Overview
There may be several instances in your business when certain actions need an approval from one or more senior decision-makers. For instance, sales reps offering product discounts to customers need the approval of their manager before they do so. ...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 ...