After the picklists have been set for objects, it's time to set the object picklist field so that Approval Status is available on the object record.

To add a picklist field for approvals to objects

  1. Go to Build > Customize > Agreement or its related objects, such as Agreement Clause and Agreement Line Item.
  2. In the Custom Fields & Relationships section, click New.
  3. Select Picklist data type and click Next.
  4. On the Details page, enter the following to ensure approval statuses will be available for the custom object and click Next.



  5. Select which users will be able to see the picklist and click Next.
  6. Select which page layouts will include the picklist and click Save.

The Approval Status picklist is added to the Custom Fields & Relationships related list and the API Name Approval_Status__c is automatically added to the picklist.