Set automatic approval rules

reference brazil Updated Sep 10, 2026 1 min read r_SetAutomaticApprovalRules.md
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Approval rules can automatically set the approval state to something other than Not yet requested. As a result, an approval rule can create a set of approvers. You can also start the approval process by setting the approval state to Requested.

Important: Classic approval rules have been replaced by the Workflow Studio . Use Workflow Studio to create workflow-driven approval logic that is easier to maintain and provides better reporting information.

Prerequisites

Role required: admin

Approval rules have two new fields:

  • Run rule before: If true, the approval rule runs before the record is inserted/updated.

  • Set State: If this rule applies, then the task record's approval state is automatically set to this value.

    Note: The Set State field only behaves as expected if the Run rule before check box is enabled.

  • In the example below, this rule automatically sets the state of the task to Approved thereby auto-approving the task.

[Omitted image "ApprovalRulesFields.png"] Alt text:

Parent Topic:Approval rules

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