What are the design considerations for Approval Processes? Explain jump to step, recall, delegation, and parallel approvals.
Suggested answer
Approval Processes route records through sequential or parallel approval steps.
Jump to Step: An approver with the "Modify All" permission or a specific role can skip earlier steps and send the record directly to a specific step in the process. Use sparingly — bypasses normal controls.
Recall: The submitter can recall (withdraw) a submitted record back to its pre-submitted state, as long as the record is still pending. Recall Actions (field updates, emails) fire when recalled. A recalled record must be re-submitted to enter the approval process again.
Delegation: An approver can delegate their approval authority to another user (Delegated Approver field on User). The delegate can approve on behalf of the original approver. Set a delegation period to handle leave/vacation scenarios.
Parallel Approvals: Multiple approvers in a single step can be required to approve simultaneously. Configure as "All approvers must approve" (consensus) or "First approver wins" (first response counts). Parallel approvals are useful for cross-functional reviews (Finance, Legal, Management) that happen concurrently.
Practice content for interview preparation; not an official vendor answer. Verify details against current product documentation.
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