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Add Field Updates to the Approval Process for Onboarding

Field updates change the selected field after the approval process is complete. You can add field updates for Final Approval Actions and Final Rejection Actions.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited Editions that have Agentforce Financial Services enabled
User Permissions Needed
To add field updates: Customize Application
  1. To add a field update for the Final Approval action,
    1. Under the Final Approval Actions, click Add New, and then select Field Update.
    2. Enter a name for the field update.
      For example, Party Profile to Reviewed.
    3. From the Field to Update dropdown list, select Stage.
    4. Under Specify New Field Value, select A specific value and select Approved.
    5. Save your changes.
  2. To add a field update for the Final Rejection action,
    1. Under the Final Rejection Actions, click Add New, and then select Field Update.
    2. Enter a name for the field update.
      For example, Party Profile to Rejected.
    3. From the Field to Update dropdown list, select Stage.
    4. Under Specify New Field Value, select A specific value and select Rejected.
    5. Save your changes.