---
schema_version: "1"
id: 32df48b1e54050e20bff9cf8989d32a91b87376b8f90069e4b999c84c93206ac
title: Create Approval Steps Use Account Teams
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_create_approval_steps_act_teams.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_create_approval_steps_act_teams.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 59c008df0e0e23a6b947c908a8be4170bfefd097401e572cf3a7fe2d38f6a1ca
description: Define the chain of approval for the Document Checklist Item object using account teams.
release: "264"
---
# Create Approval Steps Use Account Teams

Define the chain of approval for the Document Checklist Item object using account teams.

### 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.

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

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. Under **Approval Steps**, click **New Approval Step**.
5. Specify your step criteria.
    1. If you want all records to use this step, select **All records should enter this step**.
    2. If you want only specified records to use this step, select **Enter this step if the following**. Then define your criteria and select what happens if the record doesn’t meet the criteria.
    3. Click **Next**.
6. Under **Select Approver**, select **Let the submitter choose the approver manually**.
7. If you want an approver to be able to delegate their approval, select **The approver’s delegate may also approve this request**.
8. Under **Reject Behavior**, specify what to do if the approver rejects the item at this step.
    1. If you want a rejection to end the approval process, select **Perform all rejection actions for this step AND all final rejection actions**.
    2. If you only want the rejection actions for this step to be performed, select **Perform ONLY the rejection actions for this step and send the approval request back to the most recent approver**.
    3. Click **Save**.
9. On the **What Would You Like To Do Now?** page, select **No, I’ll do this later** and click **Go**.
10. Under **Approval Steps**, click **Show Actions** next to the approval step you created.

#### See Also

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