Approval Process Tutorial

This tutorial gives an overview of the approval process and discusses the configuration and implementation with the help of scenarios.

Approval Process image

Edition required:

Enterprise and Ultimate

Profile Permission:

Administrators with manage workflow permission can configure approval process.

Learning Objective:

To understand how and when to use an approval process.

At the end of this tutorial you will be able to:

  • Identify activities that need automatic approvals.
  • Create a rule and set up a trigger.
  • Send approval requests automatically.
  • Set up approvals in a queue.