1. Go to Settings> Processes.
2. On the Nav bar, choose New . Give the process a name and then choose the Workflow category. We have created a workflow that invokes the Approval Process and custom action whenever the manager’s approval is required for a discount over 20%. You can set the action’s input properties by choosing Set Properties. We added a name of the account related to the opportunity in the special notes. In the Form Assistant Look for choose Account in the first drop-down list. choose Account's Name in the second drop-down list, and then select OK. The Target property is required and it is populated by the system. The {Opportunity(Opportunity)} in the Target property is the same opportunity that the calling workflow is running on. Alternatively, you can choose a specific opportunity for the target property by using lookup.