Approval processes

Sometimes, you may want to create some kind of an approval process in which records need to be approved by one or multiple other users before moving further within your business process.

A very common use case is to submit an opportunity for approval to a sales manager if a specific discount percentage or amount is exceeded.

Well, approval processes are the tools that create these types of processes. They allow you to specify an object, the criteria (or record values) that need to be evaluated before a record must be submitted for approval or not, and who needs to give their approval. After an approval or rejection, you can perform a number of automated actions, such as field updates or sending notifications. In approval processes, after submitting the record, the record is then locked. In this way, nothing can be changed until the data has been approved or rejected.

The user who is submitting the data for approval can also have the option to recall the record, which takes the record back out of the approval process.

Upon final approval or final rejection, the same actions as in WFRs can be executed, such as updating a field, sending an email, and more: