​What is the order in which the approval processes are arranged by default?

• Related Articles

• 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 ...

• 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 ...

• 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 ...

• 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, ...

• Can I convert a Sales Order to a Purchase Order?

  No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.