Activation of Salesforce Approval Process
Once you have added a Salesforce Approval Process for Novatus contract requests, using either the Jump Start Wizard or the Standard Setup Wizard, you must activate the approval process so that it will be applied to new contract requests. Before activating an approval process, it is recommended that you review it and make any needed edits, including updating the email alerts that are sent to users notifying them whether or not their contract request has been approved, and the email templates and approval post template used to notify approvers their input is required for a Novatus contract request.
An approval process is edited from the Dashboard in Salesforce, which is the default screen that displays when you login to the application.
|A||User Name||Click on your name, located in the top right of every screen, to display a drop-down menu.|
|B||Setup option||Click to display a listing of the items you can set up. The list appears in the left Navigation Pane.|
|C||Search field||Enter "approval" in the field. A list of all matches for the keyword "approval" displays in the Navigation Pane.|
|D||Approval Processes link||Click to display the Approval Processes screen. The screen displays a list of all the existing approval processes, categorized under the headings Active Approval Processes and Inactive Approval Processes.|
|E||Manage Approval Processes For list||Ensure that Novatus Contract is selected in the list.|
|F||Approval Process record||Locate the approval process you want to review under Inactive Approval Processes, and click on it to select it. A screen displays that allows you to review and edit the approval process before activating it.
Note: You can activate an approval process from this screen by simply clicking on the Activate link, located in the Action column for the approval process.
|G||View Diagram button||Click to display a flowchart of the current approval process, including a legend to identify key components.|
|H||Edit button||Click to display a drop-down menu showing categories of information that you can edit for the approval process. If you want to edit any of the information, click on a category link to display the fields in edit mode.|
|I||Initial Submission Actions buttons||The default action for an initial submission (of a contract request) is to lock the record so that it cannot be edited. However, there are two buttons in this section that can be used to augment or update the default action:
|J||Approval Steps Action link and buttons||The default action for the Jump Start Wizard is a single step (Step 1), which calls for the contract request to be sent to a designated approver.
|K||Final Approval Actions link and buttons||The default action for the final approval stage for a Novatus contract request is to lock the record so that it cannot be edited. Locking the contract record during this stage ensures the contract request, as approved, cannot be updated or changed. However, you can select the Edit link to display a screen that will allow you to unlock the contract request so that it can be edited.
|L||Final Rejection Actions link and buttons||The default action for the final rejection stage for a Novatus contract request is to unlock the record so that it can be edited. Unlocking the contract request during this stage allows the user to update the request, as needed, before it is re-submitted for approval. However, you can select the Edit link to display a screen that will allow you to lock the contract request so that it cannot be edited.
|M||Recall Actions button||The default action for the recall action for a Novatus contract request is to unlock the record so that it can be edited. Unlocking the contract request allows the user to recall a contract request that has been submitted for approval in the event the user needs to make changes.
|N||Activate button||Click to activate the approval process and make it available to Salesforce users.
Note: It is recommended that you edit the approval process before you activate it since the Jump Start Wizard automatically selects some of the settings for you.