Set automatic approval rules
Approval rules can automatically set the approval state to something other than Not yet requested. As a result, an approval rule can create a set of approvers. You can also start the approval process by setting the approval state to Requested.
중요사항:
Classic approval rules have been replaced by the Workflow Studio
Ask for Approval action. Use Workflow Studio to create workflow-driven approval logic that is easier to maintain and provides better reporting information.
Prerequisites
Role required: admin
Approval rules have two new fields:
- Run rule before: If true, the approval rule runs before the record is inserted/updated.
- Set State: If this rule applies, then the task record's approval
state is automatically set to this value.주:The Set State field only behaves as expected if the Run rule before check box is enabled.
- In the example below, this rule automatically sets the state of the task to Approved thereby auto-approving the task.