Approval step criteria and skipped steps
Key Takeaway
A step's criteria decide which records enter the step, and you choose what happens to records that don't meet them. Skipping every step does not mean approval.
In a classic approval process, each approval step can have its own criteria that decide which records go to that step's approvers. For records that don't meet a step's criteria, you choose what happens instead: the process can approve the record, reject it, or skip to the next step. This lets one process approve small requests automatically and send larger ones up the chain of approval.
What an approval step does
Approval steps define the chain of approval in a classic approval process. The steps run in the order you specify. Each step decides three things:
- Which records can enter the step
- Who gets the approval request
- Whether each approver's delegate can respond