Configuring approval processes

To create an approval process, follow these steps:

1. Choose an approval process wizard (using either the Jump Start or Standard Wizard)
2. Configure Name, Unique Name, and Description details for the Step 1. Enter Name and Description page
3. Configure the details for the Step 2. Specify Entry Criteria page
4. Configure the details for the Step 3. Specify Approver Field and Record Editability Properties page
5. Configure the details for the Step 4. Select Notification Templates page
6. Configure the details for the Step 5. Select Fields to Display on Approval Page Layout page
7. Configure the details for the Step 6. Specify Initial Submitters page
8. Create approval steps (a minimum of one approval step is required before activation)
9. Activate the approval process

Let's take a look at how to choose an approval process wizard in the next section.

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