What if a record meets more that one rule entry in an approval process?

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• 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, ...

• 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 ...

• How can I reorder the rule entries and what happens if I reorder them?

  To reorder the rule entries: Go to Setup > Process management > Approval Process. Open an approval process and click on Reorder Rules in the top-right corner. Drag and drop rules to change their execution order. Click on Save New Order. When you ...

• 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 ...