Creating approval templates

You must create approval templates before you can define approval requirements. Approval templates can be applied to a type of record, a business object, or multiple business objects.

Before you begin

Define contact roles. If you define an approval template that requires a contact role, but no person is defined in that contact role, then the approval is bypassed.

1. Go to Tools > Approvals & Notifications > Approval Templates, and select Add.
2. Specify the details for the approval template, such as the escalation rule, who the approval is escalated to, and the type of review that occurs if an approval is rejected.
3. Define the approval rules for the approval template. You use approval rules to define the rules for role-based approval routing.
   1. Specify the required information.
   2. Select Create Template.
4. Optional: Add specific roles or people who approvals are sent to, and the type of review that is required. Save the record.
5. Click Create and then Save.