2.when to use approval process 3.How to use approval process. 4.Points to consider with approval process. 5.create an approval process by jump start and standard wizard. Differences b/n workflow and approval process. Workflow. Approval Process. 1.Workflows are 1.Approval process are executed executed only only when we click on when the “SUBMIT FOR APPROVAL” record is button. saved. 2.It consists of multiple steps 2. It consists of and also different action is single step taken based upon whether and single the record is approved or action. rejected. Approval Process. Before knowing how to create approval process both actions will be happened, either the record gets accepted or it is rejected.
Few things which defines approval process:
1. Objects. 2. Criteria. 3. Approver. 4. Actions. a. Submitted b. approved c. rejected Create an approval process by jump start and standard wizard. Jump start wizard. Standard wizard. It is useful for simple It is useful for complex approval process with a single approval process. step. It consists of set up wizard It is used to create an that allows you to define your approval process quickly by process and another setup allowing sales force to wizard that allows you to automatically choose some define each step in process. default options for you. Approval process Assigned approver: The assigned approver is the user responsible for responding to an approval request. Delegated approver: A delegated approver is a user appointed by an assigned approver as an alternative for approval requests. E-mail approval response: E-mail approval response lets users respond to approval requests by replying to an e-mail notification. Approval process Initial submission actions: An initial submission action occurs when a user first submits a record for approval.by default, the record is locked. Final approval actions: final approval actions occur when all required approvals have been given for a record. Final rejection actions: A final rejection action occurs when an approver rejects the request and it goes to the final rejection state. Approval process Recall actions: A recall actions occurs when a submitted approval request is re-called.by default the record is unlocked. Record locking: It prevents users from editing a record, regardless of field-level security or sharing settings. by de-fault, sales force locks the records that are pending approval. Workflow approval process. Definations: 1: workflow: workflow rules are automated process to send an e-mail alerts, assign task, update fields and outbound message on certain criteria. 2: Approval process: An approval process is an automated way of submitting a record for approval.