To set the assignees
- From the Approval Rule Detail page, click Manage Entries.
- Select the criteria based on the previously selected dimensions.
- Enter the assignee details:
Option
Description
Sequence
To use this rule with a subprocess in an approval step, you can add another assignee; otherwise do not add more.
Type
Choose from User, Role, Queue, Related User, Custom User, Custom Role, or Custom Queue, or Auto Approval.
CAUTION:The Auto Approval type is deprecated. Use the Auto-Complete checkbox instead.
Value
Enter a valid Salesforce value for the assignee, based on the Type selection.
Label
Enter a label to associate with the Value entry.
Depends On
If you have multiple assignees for the rule entry, enter the number corresponding to the assignee on whom you will make the current assignee dependent.
Notify Only
An email is sent to the assignee, without any action items.
Send Email
An email is sent to the assignee, informing them they must make an approval decision.
Auto Complete
The approval request is auto-approved on submission.
Skip Unresolved Assignee
Select to skip an unresolved approver from the list of sequential approvers.
Escalate To
If the assignee does not approve or reject a request within a stipulated period, the request is escalated to this assignee.
Description
Description for the assignee.
- Click the green plus icon (
) to add another rule entry or click Save to go to the Approval Rule Detail page.
The rule entries are now in use by the approval rule.
Now that the approval rule has assignees, you can create an approval process and reference the approval rule and it will use values entered here to route the approval.
