Before you start, identify your policy for approvals. What gets approved? Who approves it?
SalesTrip recommend you complete configuration in a sandbox and carry out thorough testing before migrating to production.
Create the Approval Process:
Access Salesforce Setup -> Approval Processes
Select the Flight Object
Configure the approval process as per your requirements.
Ensure that the following field updates are configured:
- Final Approval sets Flight Status to "Approved"
- Final Rejection sets Flight Status to "Rejected"
Resources to learn more about Approvals:
Ensure the Flight is Submitted for Approval:
Typically customers create a process builder which will submit a Flight record to an approval process when it has status "Pending Approval" (this is automatically set when a user clicks "Book" on a Flight).
Disable Automatic Approvals:
Navigate to Setup -> Custom Settings -> Trip Approval.
Deactivate the global setting, or configure the hierarchy to retain auto approval for certain users.