TechAppForce

Your first approval

Require a manager's approval before a purchase request is accepted.

  1. Turn on approvals for the PurchaseRequest entity.
  2. Create an approval process with one level using the Reporting manager strategy.
  3. Create a purchase request as a user who has a manager. An approval request starts, the record is locked, and the manager sees the step in their inbox.
  4. The manager approves. The request settles, and the requester is notified.

Add levels, roles, quorum and SLA reminders as you need them. See Approvals.