Approvals are the standard way to allow record approval in our company hierarchy. If a record meets some specific criteria, the current user's manager must evaluate it so that the business process can keep going according to business rules.
Let's look at an example.
Opportunity creation has a two-tier approval process, based on the opportunity's amount:
- Lower than $ 100,000: The opportunity is automatically approved.
- Between $ 100,000 and $ 1,000,000: The opportunity must be approved by the record owner's manager.
- Higher than $ 1,000,000: The opportunity must be approved by the manager and CEO.
After the approval process is completed, the opportunity custom field Approval Status must be set to Approved or Rejected, depending on the outcome. In the meantime, the record must be kept locked so that no one can edit it until the approval...
