What is the purpose of Assign Task under Action on approval?
When the Assign Task option is selected under Action on Approval, a task is created for the approver. The task acts as a reminder for the user to check the records submitted for their approval.
Once he/she approved/rejected the record, the same task will be created for the next approver in the process in the case of sequential approval.
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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 ...
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 ...
Comparison between Review Process and Approval Process
Characteristics Approval process Review process Execute on Record creation and edit. Applies to all records that enter the CRM system. Modules Standard and custom Standard and custom Entity (records or fields) for approval A record is considered for ...
I am unable to view the records submitted via the web form. What could be the possible reasons?
If you are not able to view the records submitted via web form, please check the following: Use of HTTP - If you are using HTTP in your web form HTML codes, you need to change it to HTTPS. See Also Only HTTPS Support in Web Forms Removing default ...
Associating Actions for Approval or Rejection
With each approval process, you can associate some actions such as adding a task, updating fields, sending email alerts, calling webhooks, etc. that will be executed on approval or rejection of a record. When you set multiple stages of approval that ...