System Administrator Scenarios › How to Set up Requirement Change Management › Set Up the Approval Process for Requirements › Create the Approval Process

Create the Approval Process

You can create an approval process to define the steps that the requirement requests go through before getting approved or rejected.

Important! Configure all of the fields and options that are listed in these steps. Retain the default values for the other fields that appear in these steps.

Follow these steps:

1. Log in to Salesforce.com as the system administrator, and click Setup.

   The Salesforce.com setup page opens.

2. Expand App Setup, Create, Workflows & Approvals, Approval Process.
3. Select Requirement as the object for which you are creating the approval process.
4. Click Create New Approval Process.
5. Select Use Standard Setup Wizard from the drop-down list.
6. Enter the Change Management Process in the Process Name field.
7. Click Next.
8. Click Next again to skip the step for setting criteria because all of the requirements follow the same process.
9. Navigate to Record Editability Properties, and select Administrators OR the currently assigned approver can edit records during the approval process.
10. Click Next and then click the Lookup icon in the Email Template section.
11. Select Scrum Templates from the pull-down list.
12. Click RequirementsApprovalEmailTemplate from the Search Results and click Next.
13. Select the fields in the following list and click Add.
    • Actual Cost
    • Actual Effort (in hours)
    • Age
    • Category
    • Closed Date
    • Complexity
    • Confidence Level
    • Created By
    • Current Version Number
    • Description
    • Financial Benefits
    • Parent Requirement (Select the first of two fields with this name)
    • Planned Cost
    • Planned Effort (in hours)
    • Planned vs Actual Cost
    • Planned vs Actual Effort (in hours)
    • Priority
    • Problem
    • Remaining Cost
    • Remaining Effort (in hours)
    • State
    • Version Status
14. The fields appear in the Selected Fields list indicating which fields appear on the approval page. The Title and Owner field names are already in the Selected Fields list.
15. Click Next.
16. Select Public Groups from the Search drop-down list to specify the submitter type.
17. Select Public Group: All Internal Users from the Available Submitters list and click Add.
18. Click Save.

    The What Would You Like To Do Now? page appears.

19. Select Yes, I'd like to create an approval step now.
20. Click Go! to open the New Approval Step page.

The approval process is created. In the next step, you create the approval steps.