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Although Approval Templates are only available for Contracts and , Change Requests, and Sourcing Events (which can be for both Pre-Approval and Final Approval workflows), Approval Workflow records are built out for Contracts, Change Requests, Service Requests and Documents.
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Newly created Approval Workflow records have some required fields, marked by red asterisks, called Workflow Title and Related To. Workflow Title is used to name the workflow, and Related To is used to determine which table the workflow can be used with. Although the layouts stay the same for Change Request, Service Request, and Document records, if some additional fields may be shown:
- If Contracts is selected in the Related To field, additional options allow the user to specify which Contract Types can use this workflow.
- If Sourcing Event is selected in the Related To field, additional options allow the user to specify whether the Approval Workflow will be available only as an initial Pre-Approval or as a Final Approval workflow.
Additionally workflow. Additionally, the value in the Related To field limits the Approval Workflow for use in Approval records of that specific record type only.
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