Approval process overview

Salesforce.com defines an approval process as follows:

An approval process is an automated process that your organization can use to approve records in Salesforce.com. An approval process specifies the steps necessary for a record to be approved and who must approve it at each step. A step can apply to all records included in the process, or just records that have certain attributes. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval. The following table describes the actions that can be performed on approvals by different types of users.

The following figure illustrates the approval process for incidents and change requests.

Approval process

The following table describes the actions that can be performed on approvals by different types of users.

Allowed actions for different types of users

User	After clearing the View > Assigned to me check box in the Approvals list	Approving an incident or change request from the Supporting Information section	Approving an incident or change request from the Approvals list	Approving an incident or change request by clicking the link sent in the approval email message	Approving an incident or change request by replying the approval email message
Approver	Can view all the approvals assigned to the logged-on user and the approvals assigned to queue of the logged-on user	Allowed	Allowed	Allowed	Allowed
Delegated Approver	Cannot view the approvals for which the logged-on user is a delegated approver	Allowed	Not allowed	Allowed	Not allowed
System Administrator	Can view all the approvals	Allowed	Allowed	Allowed	Allowed
Change Manager	Can view all the approvals assigned to the logged-on user, the approvals assigned to queue of the logged-on user, and the approvals for the incidents or change requests created by the Change Manager	Allowed	Allowed	Allowed	Allowed

Approval process overview

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