---
schema_version: "1"
id: d1227739481fe597f7f1fd006c02f7da4779bc4fb0a0623274db2c8e9e48ce91
title: Create Approval Steps with Custom Fields
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_custom_fields.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_create_approval_steps_custom_fields.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8c5cee4c681122fb1385da7ccb1581a8ec25f1dae864be8abf259445e2c1cc46
description: Define the chain of approval for the Document Checklist Item object using custom fields.
release: "264"
---
# Create Approval Steps with Custom Fields

Define the chain of approval for the Document Checklist Item object using custom fields.

### 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. 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 **Automatically assign to approver(s)** and decide if you want to assign to a related user or a user.
    1. In the left field beneath **Automatically assign to approver(s)**, select **Related Users**, and select the approver’s name.
    2. In the left field beneath **Automatically assign to approver(s)**, select **Users**, and select the approver’s name.
7. Make a selection for **When multiple approvers are selected**.
8. If you want an approver to be able to delegate their approval, select **The approver’s delegate may also approve this request**.
9. 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**.
10. On the **What Would You Like To Do Now?** page, select **No, I’ll do this later** and click **Go**.
11. 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)