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Release: Australia · Updated: 2026-03-12 · Official documentation · View source

Approval Level New Record form

Use the Approval Level New Record form to create an approval configuration on a policy record.

Approval Level New Record

FieldDescription
NameName for the approval level. For example, Level 1.
LevelNumber for the approval level for the policy record. For example, Level 1. You can set up a maximum of 10 levels of approval for the policy record.

Parent Topic:Assign an approval level for the approval configuration record