An initial submission action occurs when a user first submits a record for approval. (By default, the record is locked. You unlock it in a bit.) In this step, you specify the parameters for approval outlined by Allison Wheeler back in our first step, including who approves discounts based on the varying criteria.
Field | Value |
---|---|
Name |
Approval Status Pending |
Unique Name |
[this field auto-populates] |
Field to Update |
Approval Status |
Picklist Options: A specific value |
Pending |
Next, create approval steps.
Field | Value |
---|---|
Name |
Manager Approval |
Unique Name |
[this field auto-populates] |
Description |
Discount approver must approve discounts over 15% |
Step Number |
1 |
Field | Operator | Value |
---|---|---|
Opportunity: Discount Percentage |
greater than |
15 |
Field | Value |
---|---|
Name |
VP Approval |
Unique Name |
[this field auto-populates] |
Description |
VP North American Sales must approve discounts over 40% |
Step Number |
2 |
Field | Operator | Value |
---|---|---|
Opportunity: Discount Percentage |
greater than |
40 |
OK—you’ve made it through the initial approval actions. Now you’re headed to the home stretch. Move on to the final step in this project and tackle final approval and rejection actions.
Click to return to the unit on Trailhead to verify this step.