Approvals can be previewed directly from the object record. Go to an object record that has values configured for it and click Approvals. If there is an approval process having entry criteria that match the object's attributes, the preview page displays the approval steps and enables you to submit the approval. The preview page also includes display yields you selected to be shown while creating your approval step.

Approvals Page

The Approvals page is primarily used by the requester for the following tasks.

  • Preview a list of all approvals that are required before they are submitted for approval. You can preview and submit approvals for complex processes.
  • View a list of all approvals, including those that have already been submitted and approved or rejected, or are in another status such as Assigned, On Hold, or Not Submitted.
  • View the backup/delegate approver name.
  • View approval sequences and sub-sequences. The sequence and sub-sequence are captured from the Approval Request object. The sequence number denotes the sequence of approval requests and the sub-sequence denotes the sequence of child processes. 
  • Allow the submitter to recall all approvals for the current context object.

My Approvals Page

The My Approvals page is primarily used by the requester for the following tasks.

  • View the list of items that need approval from the current logged-in approver.
  • View a large number of requests in the My Approvals page.
  • Take ownership of the approval items that are assigned to queues or roles, if the current user is a queue/role member.
  • Approve or reject one or more assigned approval items.
  • Add an ad hoc approver to the list of approvers.
  • Remove an ad hoc approver from the list of approvers.
  • View approval sequence and sub-sequence. The sequence and sub-sequence are captured from the Approval Request object. The sequence number denotes the sequence of approval requests and the sub-sequence denotes the sequence of child processes. 
  • View backup/delegate approver names. 

You can use the check box available at the top-left corner to select or deselect multiple approvals at once. This check box allows you to approve or reject approval requests in bulk.

My Approvals Page for SF1

The My Approvals page is primarily used by the requester for the following tasks.

  • View the list of items that need approval from the current logged-in approver.
  • To take ownership of the approval items that are assigned to queues or roles, if the current user is a member of the queue/role.
  • To approve or reject one or more assigned approval items.

The Add Ad Hoc Approver, Reassign Approval Request, and View Delegate Approver features are not available on SF1.