Cert++
Close

Final approval versus final rejection actions

Key Takeaway

Final Approval Actions run only when a record is approved and no approval steps are left. Final Rejection Actions can run early, when an approver's rejection moves the request to the final rejection state.

A classic approval process runs automated actions at set points as a record moves through approval. Final Approval Actions and Final Rejection Actions are two groups of these actions. Together they record the outcome, for example by setting a status field and notifying the person who asked.

How a classic approval process groups its actions

A classic approval process groups its automated actions by when they occur. To add an action, you first decide which group it belongs in. The groups are:

  • Initial Submission
  • Approval Step Approval
  • Approval Step Rejection
  • Final Approval
  • Final Rejection
  • Recall

Approval Step Approval and Approval Step Rejection are the step-level groups, and they are narrower than the final groups. Approval Step Approval runs when all required approvals for one step are given. Approval Step Rejection runs when an approver rejects that one step.

Platform Administrator Study Guide

Checklist progress

0/324Learned

Describe capabilities, use cases, and configuration for the approval process (criteria for approvers, rejections, approvals)

0/17

Prepare for the Exam

Play Today's Certle

Study Community

Ask questions and get the latest info from other Platform Administrator studiers.