The last steps in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request and it moves to the final rejection state. Based on the criteria set by VP Allison Wheeler, either she or a Manager may have actions to complete at this point, depending on the percentage of the discount requested.
First, get to work on the yeas, setting up approval actions, including an approval email notification:
Field | Value |
---|---|
Name |
Approval Status to Approved |
Unique Name |
[this field auto-completes] |
Field to Update |
Approval Status |
Picklist Options: A specific value |
Approved |
Field | Value |
---|---|
Description |
Discount Approved |
Unique Name |
[this field auto-populates] |
Email Template |
Use the lookup link to select Discount Approved |
Recipient Type: Search |
Owner |
Selected Recipient |
Opportunity Owner |
And now for the nays. Set up for rejection actions, including a rejection email. (Hey—it’s better than a sticky note.)
Field | Value |
---|---|
Name |
Approval Status to Not Approved |
Unique Name |
[this field auto-populates] |
Field to Update |
Approval Status |
Picklist Options: A specific value |
Not Approved |
Field | Value |
---|---|
Name |
Clear Discount Percentage |
Unique Name | [this field auto-populates] |
Object | Opportunity |
Field to Update |
Discount Percentage |
Percent Options | A blank value (null) |
Field | Value |
---|---|
Description |
Discount Rejected |
Unique Name |
[this field auto-populates] |
Email Template |
Use the lookup link to find and select the Discount Rejected template |
Recipient Type: Search |
Owner |
Selected Recipient |
Opportunity Owner |
Congratulations—you’ve done it! You’ve prepared your org with new users, a new role, custom fields, and email templates. You’ve created an automated approval process with specific criteria tied to specific approvers. You’ve enabled auto-generated emails for approval and rejection actions. You’ve made AW Computing’s new VP very happy with this time-saving process. And you’ve earned a shiny new badge to boot. Thumbs up, admin.
Click to return to the unit on Trailhead to verify this step.