Approval Level New Record form

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read
  • Use the Approval Level New Record form to create an approval configuration on a policy record.

    Approval Level New Record

    Table 1. Approval Level New Record form
    Field Description
    Name Name for the approval level. For example, Level 1.
    Level Number for the approval level for the policy record. For example, Level 1. You can set up a maximum of 10 levels of approval for the policy record.