Approval rules

1. Configure Approval Rules

1. Open Studio and navigate to the view containing the button you want to secure.
2. Select the button.
3. In Properties → Add an approval step:
   1. Approvers → pick one or multiple specific users.
   2. Approver Group → pick a user group.
   3. Optional:
      1. Users to Notify → notify selected users via internal note on approval/rejection.
      2. Description → explanatory text shown on the button.
   4. Conditional Rules:
      1. Click the filter icon next to Approvers to set conditions (e.g., approval only if total > $5,000).
   5. Add More Steps (optional):
      1. Exclusive Approval → prevents the same person from approving multiple steps for the same record.
      2. Approval Order → sequence of steps (1 = first, 2 = second, etc.).
   6. Remove a Step:
      1. Click the trash icon next to the step’s approvers.

2. Using Approval Rules

• When rules are active, user avatar icons appear next to the button.
• Unauthorized users:
  • See an error message if they click the button.
  • Trigger an approval request activity for the listed approvers.
• Authorized users can:
  • Perform the action directly (if final step).
  • Approve & pass to next step:
    • Click avatar icon → approve .
  • Reject :
    • Click avatar icon → reject.
  • Delegate Approval:
    • In kanban view, click Delegate → select approvers, set expiry date (optional), add notify users.
  • Revoke Decision:
    • Click avatar icon → revoke (own decision or lower-step decisions unless Exclusive Approval is active).

3. Tracking Approvals

• All approval actions are logged in the record’s chatter.
• For detailed logs:
  • Enable Developer Mode → Settings → Technical → Studio Approval Entries.