Creating an Approval Flow

An administrator must build the sequence of steps that compose an approval flow for the Contract object. For more information, refer to Approval Flows.

Click Shared Apps. Access approval flows by clicking the Approvals icon () and then clicking the Approval Flows tab in the left navigation panel..
Click Create at the top right to raise the New Approval window.
1. (Required) Enter a name in the Process Name field.
  For example, Approval_LineItem for contract line item and Approvals_Clause for contract clause.
2. (Required) Select Contract from the Object drop-down menu.
3. (Optional) Enter the description in the Description field.
Click Create to open the Approval Flows window to the Setup tab. Enter the following details.
1. Enter the name in the Step Name field.
2. Select Child Process from the Step Type drop-down menu.
3. Select the following from the Context Object drop-down menu.
  - Contract Line Item
  - Contract Clause
4. Specify the approval rule in the Approval Rule field.
  - For the contract line item, enter LineItemRule_1.
  - For the contract clause, enter ContractClause_1 .
Next, configure the Settings window and enter the following information in Update Actions > Initial Submission Actions section.
1. Select Approval Indicator and enter Pending Approval in the Value and Description fields.
2. Click Add Action to create additional action.
3. Select Status Category and enter In Authoring in the Value and Description fields.
4. Select Status and enter Language Approval in the Value and Description fields.

An approval flow is created for the Contract object.

After the administrator configures the approval rule and flow, you can add line items or clauses and initiate the approval request for them.

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Creating an Approval Flow

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