Managing Records as a Final Approver
The Final Approval capability adds the Approve & Finalize button on records accessed by users who are set up as Final Approvers.
If you are set up as a Final Approver and received a request to approve or reject a record, clicking Approve & Finalize confirms the approval. It bypasses any approval chain in the approval rule running against the record.
However, if you opt to click Approve instead, the record is approved only if you are the last approver. If not, the workflow continues and routes the record to the next approver.
Users requiring final approval of records are tasked to communicate their request to final approvers through email.
To approve or reject a record as a Final Approver:
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Open the email message.
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Click View Record in the email body.
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Perform one of the following actions:
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Approve & Finalize – If you want to approve the record and bypass any remaining approvers, click Approve & Finalize.
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Approve – If you want to record your approval and allow the workflow to move the record to the next approver, click Approve.
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Reject – If you want to reject the record, click Reject.
In the Reason field, enter a reason or comment for your approval or rejection of the record. Description of the rejection reason must not exceed 4,000 characters.
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Click Submit.
Email notifications are sent to the record creator and approvers who are no longer required to approve or reject the record.