---
schema_version: "1"
id: 6b57a3d25cf5e8b5744fb0ad891152f74b7c3553dec3542bdc8c229d98a53d9e
title: Set Up Application Approval Template
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_set_up_application_approval_template.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_set_up_application_approval_template.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 2452666a77ab76f10dff97ab08fde660f52b7d47e7ec42704459856770096ea6
description: To set up the application approval template, you must add users to the queue, clone and publish action plan templates, add the action plans list component to the individual applications page, and add approval history to the individual applications page.
products:
  - Energy and Utilities
release: "264"
---
# Set Up Application Approval Template

To set up the application approval template, you must add users to the queue, clone and publish action plan templates, add the action plans list component to the individual applications page, and add approval history to the individual applications page.

1. Add users to queues.
    1. From Setup, in the Quick Find box, enter Queues, and then click **Queues**.
    2. Click **New**.
    3. Create these queues with their assigned objects:
        
          
        | Label | Queue Name | Supported Objects |
        | --- | --- | --- |
        | Portfolio Managers | Portfolio\_Managers | Task |
        | Program Analysts | Program\_Analysts | Task |
        | Program Managers | Program\_Managers | Individual Application, Task |
    4. Under Queue Members, select the users in your org that you want to add to the respective queues.
    5. Save your changes.
2. Clone the sample action plan templates, Verify Program Application and Verify High Incentive Program Application. See [Clone Action Plan Templates](https://help.salesforce.com/s/articleView?id=ind.fsc_action_plans_admin_clone_templates.htm&type=5&language=en_US).
3. Publish the cloned action plan templates.
    1. From the Action Plan Template, click **Publish Template**.
    2. Click **Publish**.
        
        ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_note.png)
        
        Note You cannot edit or delete an action plan template after it is published; you can only deactivate it. If you deactivate an action plan template, you cannot activate it again.
4. View the action plan list in individual application records.
    1. In the App Launcher, enter Individual, and then click **Individual Applications**.
    2. Click a record on the Individual Applications page.
    3. Click **Setup** | **Edit Page**.
    4. In Components, search for Action PLan List.
    5. Drag Action Plan List to the right side of the page.
    6. Save your changes.
5. View the approval history on the individual application page.
    1. In Setup, click **Object Manager**.
    2. In the Quick Find box, enter Individual Application, and then click **Individual Application**.
    3. Click **Page Layout**.
    4. Click **Related Lists**.
    5. Drag **Approval History** to the layout.
    6. Save your changes.
6. In the orgs that use versions earlier than Energy and Utilities Winter '24, set up the application form template object.
    1. In Setup, click **Object Manager**.
    2. In the Quick Find box, enter Application Form, and then click **Application Form Template**.
    3. Click **Fields & Relationships**.
    4. Click **Approval Flow Name**.
    5. Click **View Field Accessibility**.
    6. Set the Field Access to at least **Visible** for Energy Self Service Customer Community User, and other applicable personas in your org.
    7. Save your changes.