---
schema_version: "1"
id: cd59b69fd0f06cbffd048f1d8f7a18702780899df309e11f961300338e9df0c6
title: Create 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_referral_management_config_approval_flow.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_referral_management_config_approval_flow.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 7f76513da138a801ed855bc21c0e3f2cc5581b0c2b2f8170a1dbeb2f0d15e093
description: Use an approval process to automate the way referrals are approved.
products:
  - Health
release: "264"
---
# Create an Approval Process

Use an approval process to automate the way referrals are approved.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
            </td>

          </tr>
        </tbody>
      </table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_important.png)

Important Instead of using Lead and Opportunity objects to manage referrals, use the Clinical Service Request object and automation tools built for the FHIR R4-aligned Clinical Data Model. To benefit from new and enhanced referral management features in the future, you must use objects in the Clinical Data Model.

Before starting this task, create email templates for referral assignment notification and referral update notification emails. For details on how to create email templates, see the [Email Templates in Lightning Experience](https://help.salesforce.com/apex/HTViewHelpDoc?id=email_templates_lightning_parent.htm&language=en_US#email_templates_lightning_parent.htm).

1. From Setup, in the Quick Find box, enter Approval Processes, and then select **Approval Processes**.
2. For Manage Approval Processes For, select **Lead**.
3. Select **Create New Approval Process | Use Jump Start Wizard**.
4. For Name, enter Referral Approval Process.
5. The Unique Name field is autopopulated. Keep it as is.
6. For Approval Assignment Email Template, enter the name of the referral assignment notification email template you created.
7. Optionally, set up entry criteria for the approval process.
8. For Select Approver, select **Automatically assign to queue**.
9. Select a referral approval queue.
10. Save your changes.
11. Click **View Approval Process Detail Page**.
12. Under Final Approval Actions:
    1. Click **Add New** | **Email Alert**.
    2. For Description, enter Approval Alert Email.
    3. Accept the unique name.
    4. For Email Template, enter the name of the referral update notification email template you created.
    5. Select **User** as the recipient type, enter the users’ names, and then click **Find**.
    6. Add the recipients.
    7. Save your changes.
    8. Click **Add New** | **Field Update** to change the owner to Referral Approvals queue.
    9. For Name, enter Approved Referral Owner.
    10. Accept the unique name.
    11. Choose the field to update.
        
        Depending on your choice of field update, provide additional details about the new field value.
    12. Save your changes.
13. Under Final Rejection Actions:
    1. Click **Add New** | **Field Update**.
    2. For Name, enter Rejection Action.
    3. Accept the unique name.
    4. For Field To Update, choose **Lead Status**.
    5. For Picklist Options, select **A specific value** and choose **Closed - Not Converted**.
    6. Save your changes.