Which action should a Platform Administrator configure to reverse a submitted approval request and unlock the associated record when setting up an approval process?

Question

Options

• AFinal Rejection Actions
• BRecall Actions
• CFinal Approval Actions
• DInitial Submission Actions

• A
  4% (1)
• B
  92% (22)
• D
  4% (1)

Explanation

An Approval Process consists of several stages, each with its own set of automated actions. When a record is first submitted, it is typically locked to prevent further edits. If a user needs to "reverse" that submission--perhaps because they realized they made a mistake or the deal terms changed--the administrator must configure Recall Actions. A recall action is specifically designed to allow the submitter or an administrator to pull the record back out of the approval queue. Common recall actions include a Field Update to change the status back to "Draft" and, most importantly, an action to unlock the record so it can be edited again. Final Rejection Actions (Option A) occur when an approver denies the request, and Final Approval Actions (Option C) occur when the request is fully granted. Initial Submission Actions (Option D) are what lock the record and start the process in the first place.

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