Add Field Update to the Approval Process

Field updates change the selected field after the approval process is complete. For example, when a territory manager approves a shift, the Status field of the shift is updated from tentative to confirmed. You can add field updates for Initial Submission Actions, Final Rejection Actions, and Recall Actions.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
  1. From Setup, in the Quick Find box, enter Approval Processes, and then click Approval Processes.
  2. Select the approval process to which you want to add the final approval action.
  3. Under the selected action, click Add New, and then select Field Update.
    For example, under the Initial Submission Actions, click Add New, and then select Field Update.
  4. Enter a name for the field update.
  5. From the Field to Update dropdown list, select Status.
  6. Save your changes.