Both workflows and approval processes help us automate business processes. Let's quickly have a recap of both:
Workflow rules |
Approval process |
---|---|
Workflow rules are triggered immediately and automatically after saving |
The record has to be sent for approval manually by clicking on Submit for approval |
Workflow actions are executed immediately or are time-dependent |
There is a separate action for each step of the approval process |
They have a single set of criteria and action |
This is a multi-step process |
They are completely automated |
This requires a manual decision at every stage |
This covers automating a business process using workflows and approvals. It is worth noting that the records can be approved from any of the following places:
In the chatter feed of the approver
On the submitter's profile page
In the chatter feed of the approval request record
In the chatter feed of anyone following the approval request record, including the submitter
In the...