Approval process

Approval process

Define Approval Process for records



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                                                                                          • Related Articles

                                                                                          • FAQs: Approval Process

                                                                                            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, vacation ...
                                                                                          • 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 ...
                                                                                          • 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 ...
                                                                                          • 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 ...
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