The module introduces a dedicated Approval Engine application with three core menus:

• Dashboard
• Requests
• Configuration

Dashboard

The dashboard provides a real-time overview of approval requests categorized by:

• Pending
• Approved
• Rejected
• Cancelled

Managers and approvers can quickly monitor approval workloads and decision status.

Requests

Two smart request views are available:

My Requests – Displays approval requests created by the current user

All Requests – Displays approval requests created by all users

This ensures full transparency and centralized monitoring of approvals across the organization.

Flexible Configuration with Approval Rules & Stages

Approval Rules

Users can define approval rules by selecting:

• A chatter-enabled target model
• Multiple approval stages

Each rule can be linked to a specific button action (method) and triggered only when configured domain conditions are satisfied.

Approval Stages

Each rule can contain one or multiple approval stages with:

• Company and model control
• Target button method
• Domain conditions (example: amount > 50,000)
• Sequential or parallel approval types
• Approver users and approver groups
• Escalation days per stage

Once a model is selected in the Approval Rule, the same model is automatically populated in the Approval Stages and cannot be modified. This ensures that all stages belong to the same model and avoids confusion about where each approval stage should be applied.

This allows businesses to design simple to complex multi-level approval workflows without writing custom code.

Automatic Approval Triggering with Visual Status

When a user performs an action on a configured document:

• The system automatically raises an approval request

• A warning banner appears on the document indicating pending approval

• The requested approvers receive approval notifications
  • When the approval type is set to Sequential and multiple approvers are configured:
    • The first approver receives an email notification requesting approval
    • Once approved, the next approver in the sequence is notified automatically
    • This process continues until all required approvals are completed
• The original action is temporarily restricted until approval is completed

Intelligent Approver Handling

If the creator of the record already belongs to the configured approver group:

• The action is allowed immediately
• The approval is automatically recorded in the chatter

This prevents unnecessary blocking and ensures smooth business operations.

Delegation of Pending Approvals

The Approval Engine allows approvers to delegate pending approval requests to other users when required. For approval requests that are in Pending status, a dedicated Delegate button is available in the request view.

By clicking the Delegate button, users can select one or more users to whom the approval responsibility should be transferred.

Once delegated, the system automatically sends email notifications to the selected users, informing them that their approval is required.

This feature ensures business continuity when approvers are unavailable and enables flexible workload distribution across teams.

If an approver or manager rejects a request, the system instantly updates the banner to display the latest approval status.

Advanced Rule Protection & Data Integrity

The module enforces strong validations:

Rules with active requests cannot change the target model

Rules with existing requests cannot be deleted (only archived)

Modifying a rule automatically cancels all related pending requests

Cancelled requests remain visible in the dashboard

This guarantees consistent approval behavior and protects historical approval data.