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Create Initial Submission Actions

Introduction

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.

Continue where you left off in the previous step.

  1. If you’ve navigated away from where you ended the previous step, enter Approval Processes in the Quick Find box, then click Discount Approval Process from the Inactive Approval Processes section.
  2. From the Add New picklist in the Initial Submission Actions section, select Field Update and complete the field update details with these values:
    Field Value
    Name Approval Status Pending
    Unique Name [this field auto-populates]
    Field to Update Approval Status
    Picklist Options: A specific value Pending
  3. Click Save.

Next, create approval steps.

  1. Click New Approval Step and complete the details of the first approval step:
    Field Value
    Name Manager Approval
    Unique Name [this field auto-populates]
    Description Discount approver must approve discounts over 15%
    Step Number 1
  2. Click Next.
  3. Select the Enter this step if the following radio button, and choose criteria are met, else approve record then fill in these details:
    Field Operator Value
    Opportunity: Discount Percentage greater than 15
  4. Click Next, then complete the assigned approver information:
    • Select the Automatically assign using the user field selected earlier (Manager) radio button.
    • Deselect The approver’s delegate may also approve this request checkbox.
  5. Click Save.
  6. On the What Would You Like To Do Now? page, select No, I'll do this later, take me to the approval process detail page to review what I've just created.
  7. Click Go!
  8. In the Approval Steps section, click New Approval Step and complete the details of the second approval step:
    Field Value
    Name VP Approval
    Unique Name [this field auto-populates]
    Description VP North American Sales must approve discounts over 40%
    Step Number 2
  9. Click Next.
  10. Select the Enter this step if the following radio button, and choose criteria are met, then fill in these details:
    Field Operator Value
    Opportunity: Discount Percentage greater than 40
  11. Click Next, then complete the assigned approver information:
    Field Value
    Select Approver Automatically assign to approver(s)
    User Allison Wheeler
    Approve or reject based on the FIRST response select
    Approver’s delegate may also approve this request deselect
    Reject Behavior Perform all rejection actions for this step AND all final rejection actions (Final Rejection)
  12. Click Save.
  13. On the What Would You Like To Do Now? page, select No, I'll do this later, take me to the approval process detail page to review what I've just created.
  14. Click Go!
  15. Click Activate then OK. Note: This activation is premature since there’s still a bit of work to be done on this approval process, but it allows us to verify you’ve successfully completed this step of the project. We’ll deactivate the approval process in the beginning of the next step.

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.