The 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 an entry criteria that matches the attributes of the object, the preview page will display the approval steps and enable you to submit the approval.

The Preview page also includes Display Fields you have selected to be shown when you created 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 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 request and the subsequence 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.
  • 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.
  • To add an ad hoc approver to the list of approvers.
  • To remove an adhoc 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 request and the subsequence denotes the sequence of child processes. 



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.

Add Adhoc Approver, Reassign approval request, View Delegate Approver features are not available on SF1.