1. Prepare to Create an Approval ProcessPlan each approval process carefully to ensure a successful implementation.
2. Choose the Right Wizard to Create an Approval ProcessBefore you create an approval process, determine which wizard is best for your needs.
3. Add an Approval Step to an Approval ProcessApproval steps define the chain of approval for a particular approval process. Each step determines which records can advance to that step, who to assign approval requests to, and whether to let each approver’s delegate respond to the requests. The first step specifies what to do if a record doesn’t advance to that step. Later steps specify what happens if an approver rejects the request.
4. Add Automated Actions to an Approval ProcessYou can associate actions to approval steps, initial submission, final approval, final rejection, or recall. Approval processes support four automated actions.
5. Review an Approval ProcessGenerate a graphical representation of your approval process before you activate it. Use the ProcessVisualizer to gain buy-in from step owners and reinforce your company’s policies by documenting the decisions you reached when the approval process was designed.
6. Activate an Approval ProcessAfter you’ve created at least one step for the approval process, activate the process.