You can set up and use workflows that connect business-process tasks performed by different users. System tasks, such as automatic posting, can be included as steps in workflows, preceded or followed by user tasks. Requesting and granting approval to create new records are typical workflow steps. Learn more at Use Approval Workflows.
Before you begin to use approval workflows, you must set up workflow users and approval users, specify how users receive notifications about workflow steps, then create the workflows.
On the Workflow page, you create a workflow by listing the involved steps on the lines. Each step consists of a workflow event, moderated by event conditions, and a workflow response, moderated by response options. You define workflow steps by filling in fields on workflow lines using fixed lists of event and response values that represent scenarios supported by the application code.
This video shows how to set up a workflow requiring a user to request someone else's approval before they can change information about an existing customer or create a new customer.
When a record, such as a purchase document, needs to be approved by someone in your organization, you need to send an approval request as part of a workflow.
As a functional consultant, you implement core application setup processes for small and medium businesses. You configure the application in collaboration with the implementation team to provide the business with manageability and ease of use.