Approval Submission Comments
Approval submission comments enable you to add personalized comments when you submit an approval request. You can have a single comment at the process level or up to three comments at the step level.
Providing comments at the process level enables you to add general instructions to all of the approvers, while adding comments at the step level enables you to tailor a specific message for each individual approver. The comments can be text only, up to 4096 characters.
Process Level comments could be used when a quote requires approval from one group and the same justification holds true for all approvers. Step Level comments could be used when quote needs approval from Finance, Legal, and Pricing and you want to send a separate justification for each approver group.
- Approval Request Record
- Approval Request History Record
- Approval Summary Page
- Approval Email Notifications
Configuring Approval Comments
Custom labels are available for the comments and submission comments are enabled for an approval process at either the process or step level.
To create comment custom labels
To configure approval comments for steps
You must have created labels.
Complete the remaining configuration for the approval process and ensure that it is active.
When the entry criteria for this approval process is met when someone submits a record for approval, they will be able to enter submission comments at the step level.
To configure approval comments for a process
You have created labels.
Complete the remaining configuration for the approval process and ensure that it is active.
When the entry criteria for this approval process is met when someone submits a record for approval, they will be able to enter submission comments at the process level.
Submitting Comments
When an object record meets the entry criteria upon clicking Submit Approval, for an approval process using submission comments, the fields will be available to enter comments in.Either submission comments will be available as a single field for the entire process or 1 to 3 comment fields will be available for specific approval steps.
To submit comments
- From the object record (such as a Quote/Proposal record), click Submit Approvals from the Approval Requests related list.
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From the Submit page enter comments: