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The Approval Template record below is an example of a conditional Approval Template record that has had the approval condition defined in the Condition field. This example shows that this Approval Template is only generated for a particular Change Request record if the Risk if Done value of the Change Request record is Category 2 - Significant or Medium. The Related Records tab displays all other Approval Template records that are used in the same Approval Workflow.




"Approval" is the standard Approval Type. This provides the approver options to approve, request changes, or reject the contract. "Review" allows the reviewer to provide feedback, but they cannot outright reject the contract. "Notification" informs the selected user via email without requiring any action on their part.