Application Routing

Overview

Reader Rx leverages Salesforce’s native Approval Process functionality to route applications for reading—or, in Salesforce terminology, "for approval."

Reader Rx is built to work with one manual Approval Process and, optionally, one or more automatic approval processes.

• Each Approval Process has entry criteria, so that an application can be made to enter only the Process appropriate to it and skip entering the others.
• Approval Processes are arranged in an ordered list. When an application is submitted, it is evaluated against the entry criteria for Approval Processes, starting with the first Approval Process and, if it does not satisfy the entry criteria for the first Process, then it is evaluated against the entry criteria of the second one, etc.
• Approval processes are built of steps; each can have up to 30 steps.
• Each step can have entry criteria, so that an application can be made to enter only those steps appropriate to it.
• You can build sophisticated branching logic for approval (reading) routing using Entry Criteria.
• When an application enters a step, an email notification is sent to the assignee(s).