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Create an Approval Process

Create an end-to-end process for approving or rejecting shifts.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To create approval processes: Customize Application
  1. From Setup, in the Quick Find box, enter Approval Processes, and then click Approval Processes.
  2. From the Manage Approval Processes For dropdown list, select Shift.
  3. Click the Create New Approval Process dropdown list, and then select Use Standard Setup Wizard.
  4. Enter a name and a description for the approval process, and then click Next.
  5. In the Specify Entry Criteria section, perform these steps:
    1. From the Use this approval process if the following dropdown list, select criteria are met.
    2. For each profile, make these selections:
      • Field: Current User: Profile
      • Operator: equals
      • Value: The profile that you want to add
    3. Click Add Filter Logic, and then update the filter logic as required.
    4. Click Next.
  6. In the Specify Approver Field and Record Editability Properties section, perform these steps:
    1. Under Record Editability Properties, ensure that Administrators ONLY can edit records during the approval process radio button is selected.
    2. Click Next.
  7. In the Select Notification Templates section, select the email notification template that you want to use for the For Approval Assignment Email Template field, and click Next.
  8. In the Select Fields to Display on Approval Page Layout section, perform these steps:
    1. Under the Available Fields list, select the fields that you want to show to the shift approver.
    2. To move the selected fields to the Selected Fields list, click Add.
    3. Under Approval Page Fields, select Display approval history information in addition to the fields selected above.
    4. Click Next.
  9. In the Specify Initial Submitters section, perform these steps:
    1. Under Initial Submitters, from the Submitter Type Search dropdown list, select Owner.
    2. Under the Available Submitters list, select Shift Owner.
    3. To move the selected submitter to the Allowed Submitters list, click Add.
    4. Under Page Layout Settings, select Add the Submit for Approval button and Approval History related list to all Shift page layouts.
  10. Save your changes.
  • Add Email Alerts to the Approval Process
    Link the email templates that you created to the action in the approval process: Initial Submission Actions, Final Approval Actions, Final Rejection Actions, and Recall Actions.
  • Add an Approval Step to the Approval Process
    Add an approval step to determine the records that can advance to that step and the approver, and whether to let an approver’s delegate respond to the requests.
  • 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.
  • Activate the Shift Approval Process
    After setting up the approval process, always activate the approval process.