Records in Approval Process

Once a record enters the approval process, it goes through a clearly defined process involving submission, review, and decision making. As a result, a record will be restricted from any modifications until it is approved or rejected.

Delegation 

It allows an approver to assign their approval responsibility to another user.

• Useful when the approver is unavailable or believes someone else is better suited to decide

• The delegated user gains the ability to approve or reject the record on their behalf

• The system keeps a log of who delegated the task and to whom.

Approval Process Tab within the My Jobs module

Here's how it works:

1. Centralized Approval Management   - The My Jobs module—specifically the Approval Process tab—acts as a central hub for managing all records submitted for your approval. This centralized view makes it easy to track and access items that require your attention.

2. View Pending Approvals   - Within the Approval Process tab, you'll find a list of records awaiting your decision—whether to approve, reject, or delegate them to someone else.

3. Access Record Details   - Clicking on a record opens its detailed view, allowing you to make informed decisions. Here, you can see:

• Complete information about the record

• The record owner

• The approval criteria that triggered the submission

• Other approvers involved in multi-stage approvals

4. Take Action on Records   - You can take the following actions directly from the tab:

• Approve – Approve the record and optionally add comments.

• Reject – Decline the record, with an option to provide a reason.

• Delegate – Pass the approval responsibility to another user.

5. Record Locking During Approval   - While a record is under review, it is generally locked—preventing edits, conversions, or deletion until the approval process is resolved (either approved or rejected).

6. Approval History   - The tab also provides access to Approval History, which shows a timeline of all records submitted for approval, along with their current status (Approved, Rejected, Delegated, or Submitted). You can filter this history by module, user, action, or time period.

7. Administrator Privileges   - Users with the Administrator profile can view and manage all approval records across the organization—even if they’re not designated as approvers for specific records. 
   
   
   
   To know more, check out this document.