- Add a Submit for Approval button to submit the record for approval after the user completes the review and they can select the approver in the approver field to approve the record. This button will be available only for the Creator Roles.
- When the makers click the Submit for Approval button,
- An email with the record link is sent to the corresponding approver selected in the approver field to request them to review and approve the record.
- The record will be locked for all users except Approver and Standard Admins.
- The Approve and Reject button on record will be available for the approver roles to approve and reject the AP record.
- If the approver clicks the Approve button, then
- The Approval Status field of the record is updated to Approved.
- An email will be sent to the creator of this record.
- The record will remain locked for all users except Standard Admins.
- If the approver clicks the Reject button, then
- Will include a rejection option that allows to inform the creator why the approver rejected it.
- Create a new field to store the reason for rejection.
- The status of the record updated to Rejected.
- An email will be sent to the creator of this record with the Rejection reason.
- The record will remain locked for all users except creators and Standard Admins.
- The creator can edit the record when the status is Rejected. And submit it for approval again.
- Repeat the same process from step 3.