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Business Platforms & EA · Foundational

Approval Process

Automated process for approving records with defined steps, approvers and actions on submission, approval, rejection and recall.

Definition

Approval processes lock the record during approval, support multiple steps, delegated and queue approvers, and email or mobile approval. Flow Approval Processes (built on orchestration) are the newer alternative.

Exam tip

Records are locked while pending; admins and approvers with permission can edit.

Related terms