What would you use in order to accommodate a customer’s unique process around policy approvals?
For example, each policy needs a second layer of approval.

Question

What would you use in order to accommodate a customer’s unique process around policy approvals?For example, each policy needs a second layer of approval.

irwandi irwandi · Accepted Answer

Create a new field and create notifications

irwandi irwandi · Answer

Add a new related list to keep track of who has already approved it and who hasn’t approved yet

irwandi irwandi · Answer

Add a UI Action to track who the stakeholders are

irwandi irwandi · Answer

Create a new workflow in the workflow editor

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