---
schema_version: "1"
id: b42ac81303754a2d0ffa775ec545cbb04d05e157125b57d7c80d3ae31857c6d7
title: Create an Approval Process
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_create_approval_process.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_approval_process.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 3d67dd6e5274480192a3b21bf2fba81a941f9f6c36e3416bcd2091cc0f7839cd
description: Create an end-to-end process for approving or rejecting shifts.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Create an Approval Process

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

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d52440e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d52440e66 ">To create approval processes:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d52440e66 ">Customize Application</td>

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

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](https://help.salesforce.com/s/articleView?id=platform.ls_add_email_alerts.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=platform.ls_add_approval_step.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=platform.ls_add_field_update.htm&release=264.0.0&type=5)**  
    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](https://help.salesforce.com/s/articleView?id=platform.ls_activate_approval_process.htm&release=264.0.0&type=5)**  
    After setting up the approval process, always activate the approval process.