Configuring approval processes
To create an approval process, follow these steps:
Launch the approval process wizard.
Specify Name, UniqueName, and Description.
Specify Criteria for EnteringProcess.
Specify Approver Field and Record Editability.
Select Email Notification Template.
Configure Approval Request Page Layout.
Specify Initial Submitters.
Activate the approval process.
Choosing an approval process wizard
When you click on the Create New Approval Process button to start creating an approval process, you are presented with the following two options in which to build the process: Use Jump Start Wizard or Use Standard Setup Wizard. The following sections outline the differences between these two mechanisms.
Jump Start Wizard
The Jump Start Wizard is provided as a quick way to create simple approval processes that have a single step. To simplify the settings, with this option the Salesforce CRM application automatically determines some default options for you.
Standard Setup Wizard
The Standard Setup...
