Remove Advanced Field to the Request Form For Approval To Hire and eSign it in minutes

Aug 6th, 2022
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How to Remove Advanced Field to the Request Form For Approval To Hire

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hey goo leaders this is Jessica Worley and today we are creating a video about a Google Form add-on called form approvals so this video comes from the request of Fay and yogi and they wanted to know how to create a multi-level approval process using the add-on form approval so I hurt you and Im so excited to get started and show you how to do this lets do all right so the first step were going to do is head on over to Google Drive and were going to create a form by clicking on new more and forms in this project were going to be creating a form that needs to be approved by two different managers so its going to be recommended and then approved by the final project manager and in the end the form is going to be sent back to the original person who filled out the form to let them know that this project has been approved so to get started were going to create a demo form for an awesome project ideas were gonna have people fill out a description and a title and heres the really imp

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1. Create a new Page Layout and remove the Submit for Approvals button. Use the existing layout with the Submit for Approval button and create a new layout without it. You should now have 2 layouts: One with the Submit for Approval Button and one without.
Required Editions From Setup, in the Quick Find box, enter Approval Processes , and then click Approval Processes. Select the approval process to which you want to add the final approval action. Under the selected action, click Add New, and then select Field Update. Enter a name for the field update.
Step-By-Step Custom Approval Process Example: Build a Discount Step 1: Defining Your Custom Approval Process. Step 2: Build the Approval Process. Step 3: Notification Templates. Step 4: Configure your Approval Page Layout. Step 5: Add Initial Submitters.
Required Editions and User Permissions. From Object Manager in Setup, select the object you created for manager approvals. Click Fields Relationships | New. Create these fields, then add them to the page layout for the object you created for manager approvals.
Under Approval Steps, click New Approval Step. Enter a name for the approval step, and then click Next. Select the All records should enter this step radio button, and then click Next. Select the Automatically assign to queue radio button, and then select a queue.
To update smart fields or read-only fields Check out your agreement document. Click Update from Salesforce to display a dialog showing all header-level fields in the document. Review the changed values and click Next to continue. Click Update.
Disable standard email notifications for the Approval Process Go to Setup | Manage Users | Users. Select any user, then click Edit button. Under Receive Approval Request Emails field, select Never Save.
To remove or add an Approval Step in Lightning: Click the Gear Icon | Setup | Quick Find box enter Approval process. Find the approval process. Deactivate this Approval Process.

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