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Activity Components
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Travel Management
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- OVERVIEW
- Purchasing Travel Management
- Saleforce1 Ready Setup
- Managing User Licenses
- Travel Management Setting
- Chatter Settings
- Setup Travel Request Approval Process
- Setup Expense Reporting Approval Process
- Notify For Travel Assistant
- Enable Email Approval Response
- APPENDIX
- Setup Approval Process Detail
- Managing TM Travel Schedule Page Setting
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- Step 1: Approval Process Setup
- Step 2: Create Approval Process
- Step 3: Create Approval Step1
- Step 4: Create Approval Step2
- Step 5: Create Initial Submission Action
- Step 6: Create Final Approval Action
- Step 7: Create final Rejection Action
- Step 8: Create final Recall Action
- Step 9: Active the Approval process
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Step 5: Create Initial Submission Action
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Step 5: Create Initial Submission Action
After saving the approval process goes to the travel Management Approval Process.
- Add Existing Field Update
- Select Change Status to pending and update Next Approver then save.
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