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Configuring steps

Steps define the review process for the form in a business process.

Your company might have policies that define a formal review process for the client information that you record. For example, your company's anti-money-laundering team reviews investments that exceed a certain value before they are committed to the client's financial profile. Steps define the approval process to create or update contact, KYC, company, opportunity, or service request records with information from a business process.

A step is an approval task that is assigned to a specified user or group of users when the form in a business process is submitted, or a task that is dynamically assigned to a user using coverage roles. When a user starts an approval task, they may have to review the form. When they finish reviewing the information in the form, they can choose to either approve or reject it.

Once the first step is approved or rejected, the next step is assigned to the approver. If the step is the last step in the business process, then the business process is marked as completed and approved. The information in the form can then update any applicable fields in the contact, company, or opportunity record.

If the reviewer rejects the form, they must enter comments that can be viewed by the user who submitted the form. The user can then restart the business process to make changes and resubmit the form. When the form is resubmitted, steps are assigned to the designated reviewers again.

Steps are not required for a business process template. If a business process template does not have steps, the information in the form is automatically approved when the business process is submitted.