---
schema_version: "1"
id: 247a4d7c4b34decd5c8188b35d09d8931eff6c4b2c25d4c7f06e246a363f83ac
title: Create Approval Actions
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_create_approval_actions.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_create_approval_actions.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4856a6e29f7a42be2fd4ba2dca8ef3ac8d1fc4679f9628a035c5e708ed3ad9cc
description: Use approval actions to determine what actions happen after an approval request is accepted, rejected, or recalled.
release: "264"
---
# Create Approval Actions

Use approval actions to determine what actions happen after an approval request is accepted, rejected, or recalled.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Automotive Cloud, Consumer Goods Cloud, Education Cloud, Financial Services Cloud, Health Cloud, Insurance, Manufacturing Cloud, Media Cloud, Net Zero Cloud, Nonprofit Cloud, Public Sector Solutions, and Rebate Management</td></tr></tbody></table>

You’ve already created an approval process for your document checklist items.

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-document_management-264-0-0-production-enus/58b7d07c-d5c9-4956-9497-88d328dc7775/images/icon_note.png)

Note Approval Processes aren’t available in Professional Edition.

1. From Setup, in the Quick Find box, Approval Processes, then select **Approval Processes**.
2. In **Manage Approval Processes For**, select **Document Checklist Item**.
3. Under **Inactive Approval Processes**, click the approval process you created for document checklist items.
4. Create a final approval action that sets the document checklist item status to accepted.
    1. Under **Final Approval Actions**, click **Add New** and select **Field Update**.
    2. Name the new field update action and, in **Field to Update**, select **Status**.
    3. Under **Picklist Options** for **Specify New Field Value**, select **A specific value**.
    4. Select **Accepted** or the custom status you’re using when a document checklist item has been approved.
    5. Click **Save**.
5. Create a final rejection action that sets the document checklist item status to rejected.
    1. Under **Final Rejection Actions**, click **Add New** and select **Field Update**.
    2. Name the new field update action and, in **Field to Update**, select **Status**.
    3. Under **Picklist Options** for **Specify New Field Value**, select **A specific value**.
    4. Select **Rejected** or the custom status you’re using when a document checklist item has been rejected.
    5. Click **Save**.
6. Create a recall action that sets the document checklist item status to rejected.
    1. Under **Recall Actions**, click **Add New** and select **Field Update**.
    2. Name the new field update action and, in **Field to Update**, select **Status**.
    3. Under **Picklist Options** for **Specify New Field Value**, select **A specific value**.
    4. Select **Rejected** or the custom status you’re using when a document checklist item has been rejected.
    5. Click **Save**.
7. Add other approval, rejection, or recall actions like email alerts for your approval process.

#### See Also

- [Add Automated Actions to an Approval Process](https://help.salesforce.com/articleView?id=approvals_automated_actions.htm&language=en_US)