Modern approvals

Important

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Enabled for Public preview General availability
Users, automatically Oct 10, 2021 Apr 1, 2022

Business value

Improved processing of approvals results in a faster time to revenue for the customer and an improved end-user experience when submitting entries that require approval. This feature allows for more accurate tracking of the approval status and improved reliability of posting.

Feature details

This feature improves the batch processing of approvals through the introduction of Approval sets. Approval sets group approval requests together into smaller subsets of operations. This grouping allows approvals to be processed by project in a specific order and allows for retrying and sequencing. Grouping the approval requests together improves the reliability and traceability of approval processing for large volumes of approvals.

Approval sets indicate the overall processing state of their related records. When an approval record is processed using an approval set, the record moves from Submitted to Approved and is no longer linked to the approval set. If a record fails when it is submitted for approval, the record remains in a status of Submitted, and the approval set is marked as Failed. The approval set logs the error message of the failure.

See also

Approval sets (docs)