Specify Final Approval and Rejection Actions | Trailhead Screen Reader Instructions

Introduction

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.

 

Set Up Approval Actions

First, get to work on the yeas, setting up approval actions, including an approval email notification:

 

  1. If you’ve navigated away from where you left off in the previous step, from Setup, enter Approval Processes in the Setup search box.
  2. In the table of active processes, press ENTER on the link for the name of the approval process you created in the previous step.
  3. Press ENTER on the Deactivate button.
  4. Under the Final Approval Actions  heading, press enter on text reading Add New. In the list of links that expands below, activate the  Field Update link. Then complete the field update details with these values:
    Field Value

    Name

    Approval Status to Approved

    Unique Name

    [this field auto-completes]

    Field to Update

    Approval Status

    Picklist Options: A specific value

    Approved

  5. Activate the Save button.
  6. Under the Final Approval Actions heading, press enter on Add New. Activate the email alert link, and complete the email alert details:
    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

  7. Activate the Save button.
  8. Under the Final Approval Actions heading, locate the table. Click the Edit link next to Record Lock.
  9. Select the radio button for Unlock the record for editing.
  10. Activate the Save button.

 

Set Up Rejection Actions

And now for the nays. Set up for rejection actions, including a rejection email. (Hey—it’s better than a sticky note.)

  1. Under the Final Rejection Actions heading, press enter on Add New, and activate the  Field Update link. Then complete the field update details
    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

  2. Activate the Save & New button and complete the new rejection action details:
    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)
  3. Activate the Save button.
  4. Under the Final Rejection Actions heading, press enter on Add New, and activate the email alert link. Complete the email alert details:
    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

  5. Activate the Save button.
  6. Press ENTER on the Activate button.
  7. Press ENTER on  OK to confirm the activation.

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.