---
title: Configure Approval Process
description: "You can submit your Contracts for Approval. To do this, you can create an Approval process in Salesforce. ### Example: #### Configure Approval Process - ##### Open Approval Processes Configuration To begin the process, you’ll need to access the Approval…"
url: "https://pdfbutler.com/academy/contract-butler-academy/contract-butler-starter-pack/configure-approval-process/"
updated: "2025-07-01"
category: CONTRACT BUTLER / Contract Butler Starter Pack
---

# Configure Approval Process

You can submit your Contracts for Approval. To do this, you can create an Approval process in Salesforce.

### Example:

#### Configure Approval Process

- ##### Open Approval Processes Configuration

  To begin the process, you’ll need to access the Approval Processes configuration in Salesforce. You can do this by logging into your Salesforce account and navigating to the Setup menu. In the Quick Find box, type “approval” to quickly locate the Approval Processes setup options.
   **Configuration path:** Home ⟶ Quick Find (type in approval) ⟶ Under process Automation click Approval Processes:
- ##### Select the object for which you want to provide an approval process

  In the select field “Manage Approval Processes For”, select the Contract Instance Version object.
   ![Contract Butler-Configure Approval ProcessPicture9](https://pdfbutler.com/wp-content/uploads/2025/06/Picture9.png)
   Then press on “Create New Approval Process”. In the drop-down menu choose “Use Standard Setup Wizard”.

  ###### Enter Name and Description

  Fill the "Process Name" and "Unique Name" fields. Fill the description (optional).For example:
   **Process Name:** Contract Version Approval Process

  ![Contract Butler-Configure Approval ProcessPicture10](https://pdfbutler.com/wp-content/uploads/2025/06/Picture10.png)
   Specify Entry Criteria

  Add one criteria – if contract instance version status is “For approval”.
   ![Contract Butler-Configure Approval ProcessPicture11](https://pdfbutler.com/wp-content/uploads/2025/06/Picture11.png)

  ###### Specify Approver Field and Record Editability Properties

  In the “Select Field Used for Automated Approval Routing”, for the “Next Automated Approver Determined By” field, select **Manager**.
   ![Contract Butler-Configure Approval ProcessPicture12](https://pdfbutler.com/wp-content/uploads/2025/06/Picture12.png)

  ###### Select Notification Templates

  For the “Approval Assignment Email Template” select your template for user notification (Contract Butler Notify Contract Submit for Approval).
   To find the "Email Template for user notification," you need to select the appropriate folder (Contract Butler) in the template selection window.

  ![Contract Butler-Configure Approval ProcessPicture13](https://pdfbutler.com/wp-content/uploads/2025/06/Picture13.png)

  ###### Select Fields to Display on Approval Page Layout

  Select “Contract Instance”, “Contract Instance Version Name” and “Status” in the Selected Fields. Set the checkmark for the “Display approval history information in addition to the fields selected above.” Inside Approval Page Fields section.
   ![Contract Butler-Configure Approval ProcessPicture14](https://pdfbutler.com/wp-content/uploads/2025/06/Picture14.png)

  ###### Specify Initial Submitters

  Leave all settings as default with Owner selected.
   ![Contract Butler-Configure Approval ProcessPicture15](https://pdfbutler.com/wp-content/uploads/2025/06/Picture15.png)
- ##### Add Approval Steps

  If after completing the previous step, the "What Would You Like To Do Now?" page opens, to add an Approval Step, you can select the option "Yes, I'd like to create an approval step now."
   ![Contract Butler-Configure Approval ProcessPicture16](https://pdfbutler.com/wp-content/uploads/2025/06/Picture16.png)
   If not, follow these steps:
   Open the process and click "New Approval Step."

  ![Contract Butler-Configure Approval ProcessPicture17](https://pdfbutler.com/wp-content/uploads/2025/06/Picture17.png)

  ###### Enter Name and Description

  Fill the **Name** and **Unique Name** (for example, Name: Set Status For Approval), leave **Step Number** equal to 1, as default.
   ![Contract Butler-Configure Approval ProcessPicture18](https://pdfbutler.com/wp-content/uploads/2025/06/Picture18.png)

  ###### Specify Step Criteria

  Leave as default (Automatically assign using the user field selected earlier. (Manager)).
   ![Contract Butler-Configure Approval ProcessPicture19](https://pdfbutler.com/wp-content/uploads/2025/06/Picture19.png)

  ###### Select Assigned Approver

  Leave as default and save.
   ![Contract Butler-Configure Approval ProcessPicture20](https://pdfbutler.com/wp-content/uploads/2025/06/Picture20.png)
   Save and If the following window appears, select “No”.
   ![Contract Butler-Configure Approval ProcessPicture22](https://pdfbutler.com/wp-content/uploads/2025/06/Picture22.png)
- ##### Add Final Approval Actions

  The actions that are triggered when a record has successfully completed all the approval steps in an approval process.

  ###### Add Field Update Action

  In the approval process setup, under the Final Approval Actions click on the “Add New” drop-down menu (1) and select “Field Update” option (2).
   ![Contract Butler-Configure Approval ProcessPicture23](https://pdfbutler.com/wp-content/uploads/2025/06/Picture23.png)

  Fill the **Name** and **Unique Name***(for example, Name: Set Status In Active)*; as **Field to Update** select “Status”. In **Picklist Options** select the specific value as **“Active”** and save.
   ![Contract Butler-Configure Approval ProcessPicture24](https://pdfbutler.com/wp-content/uploads/2025/06/Picture24.png)

  ###### Add Email Alert Action

  In the approval process setup, under the **Final Approval Actions** click on the “Add New” drop-down menu (1) and select “Email Alert” option (2).
   ![Contract Butler-Configure Approval ProcessPicture25](https://pdfbutler.com/wp-content/uploads/2025/06/Picture25.png)

  Fill the **Description** and **Unique Name***(for example, Contract Butler Notify Agreement Owner about Approve)*.Сhoose template for the “Email Template” field.
   ![Contract Butler-Configure Approval ProcessPicture26](https://pdfbutler.com/wp-content/uploads/2025/06/Picture26.png)

  Select the recipient “Agreement Instance Owner” and click on save. *To select from "Recipients" - "Agreement Instance Owner," you need to switch "Recipient Type" to "Search" and choose "Owner".
   ![Contract Butler-Configure Approval ProcessPicture27](https://pdfbutler.com/wp-content/uploads/2025/06/Picture27.png)*
- ##### Add Final Rejection Actions

  The actions that automatically occur when a record is rejected after the approval process has been completed

  ###### Add Field Update Action

  In the approval process setup, under the **Final Approval Actions** click on the “Add New” drop-down menu (1) and select “Field Update” option (2).
   ![Contract Butler-Configure Approval ProcessPicture28](https://pdfbutler.com/wp-content/uploads/2025/06/Picture28.png)

  Fill the **Name** and **Unique Name***(for example, Set Status In Returned)*; as **Field to Update** select “Status”. In **Picklist Options** select the specific value as **“Returned”** and save.
   ![Contract Butler-Configure Approval ProcessPicture29](https://pdfbutler.com/wp-content/uploads/2025/06/Picture29.png)

  ###### Add Email Alert Action

  In the approval process setup, under the **Final Approval Actions** click on the “Add New” drop-down menu (1) and select “Email Alert” option (2).
   ![Contract Butler-Configure Approval ProcessPicture30](https://pdfbutler.com/wp-content/uploads/2025/06/Picture30.png)

  Fill the **Description** and **Unique Name***(for example, Notify Agreement Instance Owner about Reject)*.
   ![Contract Butler-Configure Approval ProcessPicture33](https://pdfbutler.com/wp-content/uploads/2025/06/Picture33.png)

  Choose a template for the “Email Template” field.
   ![Contract Butler-Configure Approval ProcessPicture32](https://pdfbutler.com/wp-content/uploads/2025/06/Picture32.png)

  Select the recipient "Agreement Instance Owner" and click "Save."
   ![Contract Butler-Configure Approval ProcessPicture31](https://pdfbutler.com/wp-content/uploads/2025/06/Picture31.png)
- ##### Activate Approval Process

  On the top of the approval process setup, press on the “Activate” button.

#### Deactivate Submit For Approval Flow

Deactivate the **Contract Instance Version Submit For Approval** flow, where Package Name is Contract Butler.
 ![Contract Butler-Configure Approval ProcessPicture34](https://pdfbutler.com/wp-content/uploads/2025/06/Picture34.png)

#### Add Create Agreement Button To Layout

On the Opportunity page, click on the “Page Layouts” tab and select the **Opportunity Layout**.

Next, find out the “Mobile & Lightning Actions” and press on the tab (1). Drag the “Create Agreement” button action, into **Salesforce Mobile and Lightning Experience Actions** section (2).
 ![Contract Butler-Configure Approval ProcessPicture35](https://pdfbutler.com/wp-content/uploads/2025/06/Picture35.png)**![Contract Butler-Configure Approval ProcessPicture36](https://pdfbutler.com/wp-content/uploads/2025/06/Picture36.png)**

Now, you can create the Contract Agreement from the Opportunity. Where Source Record is **Opportunity** and Related Record is **Contract.**

If there is existing related Contract for the opportunity, Create Agreement button will navigate to Agreement with default template which was created in first step. Then, you can submit the agreement for approval(approval process which you have created in previous step).
 ![Contract Butler-Configure Approval ProcessPicture37](https://pdfbutler.com/wp-content/uploads/2025/06/Picture37.png)

If there is no existing related Contract for the opportunity, Create Agreement button will call the Flow which was created from starter pack “ Create Agreement From Opportunity”. Here you can create Contract. Once the contract is created and linked to opportunity, you will be navigated to Agreement and then submit it for approval.
 ![Contract Butler-Configure Approval ProcessPicture38](https://pdfbutler.com/wp-content/uploads/2025/06/Picture38.png)

Note: We only have one Agreement template which was created in the first step of this document. So the Agreements are being created with that default template with our starter pack.

We can create multiple Agreement Templates, and then user will have option to choose the template as shown below. You can check the flow which was created as part of the package for more details.
 ![Contract Butler-Configure Approval ProcessPicture39](https://pdfbutler.com/wp-content/uploads/2025/06/Picture39.png)

As explained in above example, you can customize creation of Agreement Templates, Contracts, submitting for approval and so on according to your business process needs.