Which component of an approval process defines the chain of approval, determines which records can advance, and specifies where to assign approval requests?

Question

Options

• AProcess Definition Detail
• BApproval Steps
• CEntry Criteria
• DApproval Actions

• A
  2% (1)
• B
  87% (47)
• C
  7% (4)
• D
  4% (2)

Explanation

The core logic of any approval process is contained within its Approval Steps. While the overall process defines the "Entry Criteria" for which records can start the process, the individual Approval Steps are what define the actual "chain of approval". Each step can have its own specific criteria to determine if a record should enter that particular step or skip to the next one. Furthermore, the Approval Step is where the administrator specifies the Assigned Approver, whether it be a specific user, a manager, or a queue. This granularity allows for complex routing, such as sending small discounts to a manager but large discounts to a VP. Process Definition Detail (Option A) provides a high-level overview of the process settings. Entry Criteria (Option C) only act as the initial gatekeeper. Approval Actions (Option D) are the automated results (like email alerts or field updates) that happen once a step is decided.

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