Adding business processes for opportunity approvals

You can add business processes for opportunity approvals using business process templates.

You must designate users as approvers by adding them to the Business Process Approver privilege group that has OpportunityApprovalApprove privileges before they can approve or reject approval requests. Users who need to create new approval processes will need OpportunityApprovalRequest user privileges, otherwise they will only be able to view or run an existing approval process.

To add a business process for an opportunity approval:

Add a business process template for your business process and select Parent Opportunity or Product Opportunity as the Object Type. See Adding business process templates.
[Optional] Add entry criteria to the template. See Adding entry criteria for business process templates. For example, in a business process template, you can create a step that is assigned to a specified approver only when the expected revenue for an opportunity meets or exceeds $1 million. You create the step, then add a rule in the Entry Criteria subtab with the following parameters.
1. In the Field field, click the Select button, then select Product Opportunity > Expected Revenue.
2. In the Condition field, select greater than or equal to.
3. In the Value field, enter $1,000,000.
When the business process is submitted, the task for this step is assigned to the approver only if the expected revenue for the opportunity is greater than or equal to $1 million.
Add a form to your business process template. See Adding forms to business process templates.
Configure your business process form to enable approval requestors to submit requests for approvals for opportunities when the opportunities meet your entry criteria. For example, provide an "Approval Request Review" page with questions, which the approval requestors will answer and then submit to approvers. See Configuring business process forms.
Add approval steps to the template. See Adding steps. In the Assign Action Item area of the Add Business Process Step dialog, select which users will be approvers for each step:
- User assigned to the plan
  Assigns the approval step to the user that the business process is assigned to.
  
  This is also the default value that is used if a specific coverage role, user, or work queue is unavailable when the business process is run.
- Coverage Role
  Assigns the approval step to a coverage role that you specify. To select a coverage role:
  1. In the first field, select the coverage group.
  2. In the second field, select the role to which you want to assign the step.
- Specific User
  Assigns the approval step to a user that you specify. Click the Select button to specify a user.
- Work Queue
  Assigns the approval step to a work queue that you specify. Click the Select button to specify a work queue.
[Optional] Add actions to the template or to individual steps. See Configuring exit actions for business process templates and Managing step entry and exit actions. For example, you may want to add an exit action that notifies the approval requestor when the request is approved or rejected. For more information, see Adding notification exit actions to business process templates.
Activate the template so the business process is available for approval requestors to run. See Activating business process templates.

The business process is available for approval requestors to run.

Related links