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Creating a custom button for your context object Go to Setup > Create > Objects and search for your object. In the Buttons, Links, and Actions section, click New Button or Link. In the Label field, enter Preview & Submit Approvals. In the Display Type, select Detail Page Button.

Approval Date means the date by which the Approval Order has become a Final Order.

Step-By-Step Custom Approval Process Example: Build a Discount Step 1: Defining Your Custom Approval Process. ... Step 2: Build the Approval Process. ... Step 3: Notification Templates. ... Step 4: Configure your Approval Page Layout. ... Step 5: Add Initial Submitters.

Add an Approval Step to the Approval Process From Setup, in the Quick Find box, enter Approval Processes , and then click Approval Processes. Select the approval process to which you want to add the approval step. Under Approval Steps, click New Approval Step. Enter a name for the approval step, and then click Next.

The content approval process must always follow the same steps: Draft -> Pending -> Approved/Rejected. Translated to the 'Set content approval status' action: (create/update) -> Submit -> Approve/Reject.

Select the approval process to which you want to add the final approval action. Under the selected action, click Add New, and then select Field Update. For example, under the Initial Submission Actions, click Add New, and then select Field Update. Enter a name for the field update.

From Object Manager in Setup, select the object you created for manager approvals. Click Fields & Relationships | New. Create these fields, then add them to the page layout for the object you created for manager approvals. Field for... For the property... Do This. Manager who approves. Field Type. ... Save your work.