How can I create an approval process using workflow?
First, choose the trigger that defines when the approval should work, such as Record Created or Record Updated.
Then select the Register where the workflow will run.
After that, add the Approval action. Choose the Approval Type — Approve/Reject - Anyone Can Approve or Approve/Reject - Everyone Must Approve.
Next, write the Title, select Assigned To to define who will approve, and add the Details. Choose the Record Link so the approver can access the record directly.
To continue the flow, add an If / Else action. Select the Previous Node as Approval, configure the Conditions by adding a filter where the response equals Approved.
Finally, save the workflow and move it from draft to publish.
Make sure the approval type, assigned role, and condition logic are configured correctly so the workflow routes properly after approval or rejection.
Understood. Creating an approval workflow requires setting the trigger, configuring the approval action with type and approver, adding conditions for the response, and publishing the workflow.