Setting up Workflow and Approval Processes

You must create appropriate approval processes on objects in your organization to enable users to approve or reject records. For example, approving or rejecting budgets. For more information about setting up workflow and approval processes, see the Salesforce Help.

To create a basic budget approval process on the Budget object:

1. From Setup, click Create | Workflow & Approvals | Approval Processes.
2. From the Manage Approval Processes For picklist:Select the object that you want to create an approval process for.
3. If an approval process does not exist, create one by deciding:
   1. The criteria that determine when a budget enters the approval process.
   2. The fields are used to determine the approver.
   3. Whether approvers can edit records during the approval process.
   4. [Optional] The email template that you want to use for notification emails sent to approvers.
   5. The fields that you want to appear on the approval page layout.
   6. Whether approvers are allowed to access the approval page from a mobile device.
   7. The types of users that you want to be able to submit a budget for approval.
   8. Whether you want the person that submitted the budget to be able to recall it.
   9. The Submission, Approval, Recall, and Rejection actions for the approval process.
4. Activate the approval process. Once you finish the Salesforce standard approval process, you must perform further steps in the Planning application.
5. From the Main Configurator tab, navigate to Dimensions and click Budget App.
6. Select the budget that needs approval from the Tag Approving Process drop-down field.
7. Click Save.
8. Click Save and redirect to Budget Apps.
9. On the budget application consolidated page, click Submitted action for the approval.