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