Approval Process Configuration Reference

this reference guide documents all settings and options available when configuring approval processes in approvals pro approval process settings basic settings field description required approval process name display name for the process yes active whether the process is currently active yes process order priority order when multiple processes match (lower = higher priority) yes available objects salesforce object(s) this process applies to yes status field settings field description required final action status field picklist field to update with approval result yes on approval status value to set when fully approved (default approved) no on reject status value to set when rejected (default rejected) no on recall status value to set when recalled (default recalled) no on submit status value to set when submitted (default pending) no record locking field description default lock record after submit prevent record edits while pending approval false unlock record after final action unlock when process completes true submitter options field description default allow to recall allow submitters to withdraw pending requests true allow to resubmit allow resubmission after rejection true allow submitter to approve own request submitter can be their own approver false approver options field description default allow to edit record by approvers approvers can modify the record false allow to resubmit by approvers approvers can resubmit after edits false allow ad hoc addition of approvers approvers can add additional reviewers false allow to reassign approvers can transfer to another user true email template settings field description request email template template for approval request notification approved email template template for approval confirmation rejected email template template for rejection notification recall email template template for recall notification conflict approver email template template when approver lookup fails approval path settings basic settings field description required approval path name display name for the path yes available objects objects this path applies to yes active whether the path is active yes dependencies field description depends on another path that must complete first skip if not applicable continue process if entry criteria not met path behavior field description default on reject path action what happens if any step rejects reject process options for on reject path action reject process entire process is rejected skip path continue with other paths wait for other paths see if other paths approve approval step settings basic settings field description required approval step name display name for the step yes active whether the step is active yes approval reason text explaining why approval is needed no dependencies field description depends on another step that must complete first skip if not applicable continue if entry criteria not met resolution settings field description resolve on how multiple approvers are handled options for resolve on first approval/reject first response determines outcome unanimous approval all must approve; any rejection rejects unanimous reject all must reject to reject; any approval approves democratic majority rules smart approval settings field description default remember approval decision cache prior approval for resubmission false when enabled with field change validation if triggering fields haven't changed/increased, auto approve if fields changed unfavorably, re require approval approver configuration approver types type description use case user specific salesforce user static approvers (e g , cro) user lookup user determined by field path dynamic approvers (e g , owner managerid) group salesforce public group team approvals (e g , deal desk) group lookup group determined by field dynamic team routing role salesforce role role based approval role lookup role determined by field dynamic role routing matrix approval matrix lookup multi dimensional routing user approver settings field description user the specific user to assign approval user lookup settings field description example lookup path field path to user id owner managerid , account owner c common lookup paths owner managerid record owner's manager owner manager managerid two levels up createdby managerid creator's manager account ownerid account owner \[custom field c] custom user lookup field group approver settings field description group name developername (api name) of public group important use the group's developername, not the display label group lookup settings field description group lookup field field containing group developername role approver settings field description role name developername of the role matrix approver settings field description matrix reference to approval matrix record entry criteria configuration condition types clause condition compares a record field to a value field description type clause value field api name operator comparison operator value comparison value validate field changes for smart approvals operators available equals , not equals greater than , greater than or equal less than , less than or equal contains , does not contain starts with , ends with is blank , is not blank in , not in (for lists) aggregation condition evaluates child records using a variable field description type aggregation value variable name (e g , $maxdiscount ) operator comparison operator value comparison value variable calculation condition performs math on variables field description type variable calculation formula mathematical expression operator comparison operator value comparison value criteria logic combines multiple conditions pattern meaning 1 only condition 1 1 and 2 both conditions must be true 1 or 2 either condition can be true 1 and (2 or 3) condition 1 and either 2 or 3 not 1 condition 1 must be false variable configuration variable settings field description required variable name reference name (e g , maxdiscount ) yes object child object to query yes field field to aggregate yes aggregate function how to calculate yes aggregate functions function description sum total of all values avg average of all values max highest value min lowest value count number of records mode most common value variable filters add conditions to filter which child records are included field operator value product2 family equals software discount greater than 0 approval matrix configuration matrix settings field description required matrix name display name yes active whether matrix is active yes available objects objects this matrix applies to yes row definition field description row name display name for this row field record field to evaluate operator comparison operator value comparison value column definition field description column name display name for this column field record field to evaluate operator comparison operator value comparison value cell configuration each cell intersection can contain one or more approvers auto approve setting resolution settings (if multiple approvers) process path settings the process path object links approval processes to approval paths field description approval process parent process approval path path to include path order order of execution entry criteria additional criteria for this process object reference custom objects object api name purpose appro approval process c approval process definitions appro approval path c reusable path definitions appro process path c links processes to paths appro approval step c step definitions appro approver c approver assignments appro condition c entry criteria conditions appro approval matrix c matrix definitions appro matrix row c matrix row definitions appro matrix column c matrix column definitions appro matrix cell c matrix cell configurations appro variable c aggregation variables appro approval request c active approval instances appro approval c individual approval tasks related guides entry criteria deep dive docid\ jueqw5ihkigwapzfrtszk detailed criteria configuration installation guide docid\ hhpczzji79mbppcoxx2bu initial setup use cases configuration examples need help? contact nue support or check the faq docid\ relcvm0ggisy7rghm2jml