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Specify Final Approval and Rejection Actions

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 Quick Find box.
  2. Click Deactivate next to Discount Approval Process in the Active Approval Processes section.
  3. Now click on Discount Approval Process  in the Inactive Approval Processes section.
  4. In the Final Approval Actions list, click Add New, then click Field Update and 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. Click Save.
  6. In the Final Approval Actions list, click Add New, then click Email Alert and complete the email alert details:
    Field
    Value
    Description
    Discount Approved
    Unique Name
    [this field auto-populates]
    Email Template
    Discount Approved
    Recipient Type: Search
    Owner
    Selected Recipient
    Opportunity Owner
  7. Click Save.
  8. In the Final Approval Actions section, click Edit next to Record Lock.
  9. Select Unlock the record for editing.
  10. 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:
    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. Click Save & New 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. Click Save.
  4. In the Final Rejection Actions section, click Add New, then click Email Alert and complete the email alert details:
    Field
    Value
    Description
    Discount Rejected
    Unique Name
    [this field auto-populates]
    Email Template
    Discount Rejected
    Recipient Type: Search
    Owner
    Selected Recipient
    Opportunity Owner
  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.