What are two initial submission actions in an approval process Choose 2 options?
Initial submission actions can include any approval actions such as email alerts, field updates, tasks, or outbound messages.
What steps must be defined as part of an approval process?
Add an Approval Step to an Approval Process
- Control Which Records Apply to an Approval Step. Control which records are part of the approval step by setting the step’s criteria.
- Identify Assigned Approvers for an Approval Step.
- Specify Rejection Behavior for an Approval Step.
How do I enable approval process?
Configure an approval process
- Click Setup > Processes > Approval Processes.
- Click New.
- Enter a name for the process and click Save.
- Click Approval Steps, and then click New.
- Enter a name for the approval step.
- Click an approver type.
- Select the approver to assign to the step.
- Click Save.
What are the steps in the approval process?
These include: Submission: An approval process usually begins with someone submitting something (a document, invoice, purchase order, etc.). Assign Approvers: The approval process hinges on someone else (not the submitter) approving the work, so you’ll need to identify the person or people who have the final say.
What are the valid responses to an approval action?
The valid responses to the Approvals – Start an approval action are “Approve” and “Reject”. These responses are case-sensitive. Your Condition card should now show:
What happens if a project is rejected by the approving body?
Approve or Reject Projects: The proposal is reviewed by the approving body and either approved or rejected. Approved: If approved, funding is allocated for your project and you can hold a project kickoff. Rejected: If rejected, the proposal is terminated.
Where do I enter approval process in yeas?
First, get to work on the yeas, setting up approval actions, including an approval email notification: If you’ve navigated away from where you left off in the previous step, from Setup, enter Approval Processes in the Quick Find box. Click Deactivate next to Discount Approval Process in the Active Approval Processes section.