- Initial submission actions:
- locks the record
- Other submission actions include sending email alert, updating a field on a record, creating task, sending an outbound message.
- Approval Step – assign users (approvers).
- Final Approval Actions
- These actions occur only a record is approved & no further approval needed.
- Changes the record status to ‘Approved’, unlock the record, notify employee who submit the request of new position.
- Approval process must be activated to make it available to the users.
Discount Approval Process – 2 Steps
Chatter is not available in Developer Org – so can’t set up Chatter message for approval updates.
Hands-on Training: Streamline Requests with Approval Processes https://www.youtube.com/watch?v=0u3L8JIJjbE
