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 means that they were created/modified before creation of the approval process.
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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, ...
I have modified the rule criteria for a process. In this case, what happens to the records pending approval according to the previous rule?
If you have modified the rule criteria for a process, the records that match the rule before modification will still be submitted and waiting for approval. Approvers selected in this process will be able to approve them. Records created after ...
Review Process
Why is review process required in business? It is always the best practice to analyse, and most importantly, verify the information that enters the organisation’s database. In the long run it helps in maintaining a clean database and saves a lot of ...
Approving or Rejecting from the Approval Tab
Records that are lined for approval can be viewed in the Approval tab. From this tab, you can approve or reject the records that are waiting for your approval. If needed, you can also delegate the record's approval to another user. Only after the ...
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 ...