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 deactivated, the approval process will not be applicable to records that match its rules after deactivation.
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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 ...
Approval process
Define Approval Process for records Help guide Approval Process: an Overview Adding an Approval Process Associating Actions for Approval or Rejection
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. ...
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, ...