Setting Report Approval Requirement

If you or your administrator has configured an approval process, you can determine whether approval is required before users can send the report.

Note:

The approval process is not implemented by Output Builder. If you have permissions to do so, you can implement this either by using the Salesforce approval process or by adding your own custom logic.

To require approval for reports:

1. Click the Output Template tab.
2. Click the output template that you want to set approval on.
3. Click Edit.
4. Select the Require Approval to Send checkbox.
5. Click Save.

Once this checkbox is set, the Approved checkbox in the Output History record for each report must be selected before you can send the report. If your administrator has configured an approval process, click Submit for Approval to send the report for approval.

If you have the permissions to do so, you can set the Approved checkbox manually:

1. Open the object record for the report that you want to approve.
2. Scroll to the Output Histories related list.
3. Select the Output History name for the report that you want to approve.
4. Select the Approved checkbox.
5. Click Save.
6. If you want to send the report, click the Resend link.