Creating an approval type

  1. Select Work Management > Setup > Create Approval Type.
  2. Specify a name for the new approval type in the Name field.
  3. Specify a description of the approval type in the Description field.
  4. Click Add above the Approval Levels grid.
  5. Specify a name, description, and dollar amount for the approval level and click Save.
  6. When you're finished defining the approval type and the associated approval levels, click Save.