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lewislewis 

adding a step to approval process

the way an approval process is setup , you can either approve or reject a deal .sometimes there are instances when you dont have to reject a deal but you need some further info, can we somehow create an option to show  "decision pending for further docs" and an email goes back to the initial or previous submitter   to upload or edit the record and then resubmit the same so it can be approved. it is quite tiresome in big processes when you have only a approve and reject option and due to requirement of some data it will be rejected and go thru the entire process.

 

appreciate any help

Andy BoettcherAndy Boettcher

You only have an "approve" and "reject" in the approval process.

 

I would advise perhaps using Chatter for the parties to communicate issues and concerns - that communication would be retained in the record even after the approval process completes for reference.

 

-Andy