In this session we are going to quickly create an appellate process and why we are doing this is in
the forthcoming sessions will be understanding how to troubleshoot an appellate process.
So for basically understanding the concept of troubleshooting better we be creating an appellate process
now and then using that appellate process that we create will be understanding how to troubleshoot it.
So why creating this approval process.
I'll not be getting into more details regarding each and every step that we have while creating an approval
process because we have already discussed in detail about how to create an approval process what all
the various steps involved in it and finally how do we configured it activate it and use it in our business
process.
We've already discussed all these in detail another basic admin course.
So let me not redo that again.
So if you want to quickly refresh those concepts you can have a look at the basic admin goals but here
I'm just going to quickly create an approval process and use it in other troubleshooting later drawing
perfect so to start with what does the say was up to a process since those approval process as we know
it is an automated process that any organization can use to automatically approve records it sets forth
right as simple as that.
And while creating this approval process in fact like it is basically a combination of the various steps
that a record has to go through to get approved and while defining these steps basically we also define
actions with that if the step gets approved then what has to happen and if it gets rejected what all
the actions that has to happen.
So on these we define an appellate process.
So while Ford does approval process the criteria that I have taken is the extracurriculars object V
in fact created all these custom objects for learning about the objects and the relationships.
So let me pick a custom object that does the extracurriculars object and in this object if you see that
is a custom field goal less access code.
So we'll be using this field a custom field access code for defining what happened with process.
So basically how I'm going to create this I'm just going to say that is the access code is blank for
extracurricular activity record then a testicle for capital.
So that is going to be our integrate DDA if the access code does not then go far happier.
Perfect.
Now that our intake criteria is defined let's go ahead and create an approval process and sales force
will for approval processes as you see that are no approval processes assets and defined.
So go for that particular object in our case it is extracurricular.
Go for that then approval process defined.
So let me go ahead and create a new approval process.
Let me use a standard set up.
Fill in the details have given the process name unique name.
And I've just copied that to the description plus.
Please Do do give a meaningful description in real time specify the entry criteria in our situation
the entry of our data is that the access code that is extracurricular code equals null
so we are done with Andrew criteria.
Next and then we are specifying the approval field and the record instability properties.
Let me give as manager and then administrator does only and approval assignment email template I just
created a custom email templates so I'm going to use that fields to display ready to take and let's
let it all go through my analysis
and specify the initial submitters.
Let me just have it to be the owner
yes I would like to create an actual step now.
Fill in the details have just included some sample data out here.
Let me not keep any records all that cards should enter the step select a signed up ruler.
Yes manage a field.
Let me not create any actions as of now.
Perfect.
So this is our approval process.
The details I listed are as below looks perfect.
Let me quickly add an action to the approval instead shall actions.
OK let me add a email alert fill in the details and then save it
perfect.
Looks good.
Similarly I will also add in an action to that ejection step.
So basically no approval process that is only one step and I have added approval action and a rejection
action thus approval process that we have created may not be in sync with any business process logically.
However this approval process that we just created with the confidence that we have in our sales force
are is very much sufficient to understand about how do we troubleshoot the approval process.
So let me quickly activate the approval process.
Okay perfect.
Our approval process is activated.
We'll be using this approval process to understand the concept of troubleshooting.