Create an Now Assist approval task to evaluate the assets. The Now Assist approval task is a sub task of an approval request where you will need approvals from other organizations or entities like Legal review, Security review, Data review, Piracy review etc.
始める前に
Role required: admin
手順
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Navigate to Now Assist
Approvals and open an Approval record.
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Under the Playbook section, confirm that the Review asset step is marked as complete.
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Select Create new task under Evaluate asset.
A new approval task is created. The task number and task type fields are auto-populated.
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Enter the Short description, Description, Due date, and Close notes.
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Select the Priority, State, and Status of the task from the drop-down menu.
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Enter and search for Assigned to and Parent approval record.
The Parent approval record gets auto-populated and appears in a read-only mode.
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Select Save.
A Now Assist Approval task of an approval request is created.