Specify Final Approval and Rejection Actions

Follow Along with Trail Together

Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live. 

(This clip starts at the 35:42 minute mark, in case you want to rewind and watch the beginning of the step again.)

Accessibility

This step requires some additional instructions for screen reader users. To access a detailed screen reader version of this step, click the link below:

Open 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, select Approval Processes, and click Discount Approval Process.
   
2. Click the Deactivate button at the top of the Discount Approval Process page.
   
3. In the Final Approval Actions list, click Add New, then click Field Update and complete the field update details with these values:
   

4. Click Save.
   
5. In the Final Approval Actions list, click Add New, then click Email Alert and complete the email alert details:
   

6. Click Save.
   
7. In the Final Approval Actions section, click Edit next to Record Lock.
   
8. Select Unlock the record for editing.
   
9. Click Save.
   

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. In the Final Rejection Actions list, click Add New, then click Field Update and complete the field update details:
   

2. Click Save & New and complete the new rejection action details:
   

3. Click Save.
   
4. In the Final Rejection Actions section, click Add New, then click Email Alert and complete the email alert details:
   

5. Click Save.
   
6. Click Activate.
   
7. Click 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.