---
schema_version: "1"
id: 70295090d20f9e50398ba4cf9bacff8a53abc78ed49427b00a6e9b54844536f2
title: Define an Approval Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_define_approval_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_define_approval_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 748c52ae7c245559d45d5042aecee7562f9264ea0206c3dd34f869e913878181
description: Define an approval process for the Document Checklist Item object.
release: "264"
---
# Define an Approval Process

Define an approval process for the Document Checklist Item object.

### 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 created an email template to use with this approval process.

![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. Click**Create New Approval Process** and select **Use Standard Setup Wizard**.
4. Enter a name and description for your process and click **Next**.
5. Define the type of records for this approval process and click **Next**.
6. Use custom Apex triggers with account teams or use custom fields to define your automated approval routing.
    1. If you’ve configured account teams and want to automatically start an Approval Process with custom Apex Triggers, select **None**.
    2. If you’ve created custom document checklist item fields for your approvers, select them from the Next Field Used for Automated Approval Routing drop-down list.
7. On the New Approval Process page under **Record Editability Property**, select who you want to edit records during the approval process. Click **Next.**
8. In **Approval Assignment Email Template**, select the desired email template and click **Next**.
9. Define the fields you want on your approval page layout.
    1. In **Available Fields**, select the field you want to display and click **Add**.
    2. In **Selected Fields**, select fields and use **Up** and **Down** to set their display order.
    3. Make your selections for approval page fields and security settings and click **Next**.
10. Define your approval submitters.
    1. In **Available Submitters**, select the users who submit the initial request for approval and click **Add**.
    2. Select **Add the Submit for Approval button and Approval History related list to all Document Checklist Item page layouts**.
    3. Select **Allow submitters to recall approval requests**.
    4. Click **Save**.

#### See Also

- [Prepare to Create an Approval Process](https://help.salesforce.com/articleView?id=approvals_checklist.htm&language=en_US)
- [Create an Email Template in Lightning Experience](https://help.salesforce.com/articleView?id=email_create_a_template.htm&language=en_US)