Modifying approval steps for business processes

Modify approval steps in a business process when you want to make changes to how information in the form is approved or rejected. You can make changes to the details, associations, follow-ups, attachments, and view security settings of approval steps.

To modify approval steps in a business process:

1. Navigate to the Contacts workspace to modify approval steps in a business process for a contact or company. Navigate to the Opportunities workspace to modify approval steps in a business process for an opportunity. Navigate to the Service Requests workspace to modify approval steps in a business process for a service request.
2. Select the contact, company, opportunity, or service request for which you want to modify a business process.
   The record for the selected contact, company, opportunity, or service request is displayed.
3. Click the Business Processes tab.
   A list of all business processes for the contact, company, opportunity, or service request is displayed.
4. Click the Action button  for the business process whose steps you want to modify, then select Edit.
   The Edit dialog opens.
5. Click the Steps tab. The current approval steps for the business process are displayed.

6. In the Assigned Steps area, click the Action button  for the approval step that you want to modify, then select Edit.

   Info

   You can modify only assigned steps. Future steps cannot be modified because they have not been created.

   You can modify only assigned steps. Future steps cannot be modified because they have not been created.
   The Edit dialog opens.

7. Modify your desired approval step details, then click OK.
   The Edit dialog closes.

8. Click OK to save the changes to the approval steps for the business process.

   Info

   To save the changes and begin filling out the form, click Save and Dock instead.

   The Edit dialog closes.

Your changes to the approval steps for the business process are saved.

Related links

Filling out business process forms