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Creating an Approval WorkflowLocate this document in the navigation structure

Prerequisites
  • You have owner permissions for the object for which you are defining an approval workflow.

  • Approvers have read permissions for the object that they are being asked to approve.

Procedure

You specify whether approval is needed for the page and then you define a list of approvers.

  1. Navigate to the page for which you are defining an approval workflow.

  2. In the context menu, choose Start of the navigation path Open Next navigation step Approval Settings End of the navigation path.

  3. Select the Approval Required property.

  4. To break the inheritance of the approval settings, deselect the Inherit Approval Settings property.

  5. In the Define Approvers table, choose New to add an approver.

  6. In the Find dropdown list select whether to look for groups, users, or roles, type a name for which to search, and choose Go .

    The results are displayed in a table.

  7. In the table, select one of the results and choose Add .

    The approver is added to the table.

After the page owner publishes the page, the defined approvers receive a request for approval. For more information, see Approving Pages .

More Information

For more information, see Creating an Approval Workflow