Approval Flow: How to Use Process Layout

1. What scenarios does Process Layout address?

Process Layout enables editing fields on both the Primary Object and its Sub-objects simultaneously within approval nodes.

Key capabilities include:

• Primary Object: Configure which fields display and whether they are editable at approval nodes, based on the Primary Object’s Record Type and page layout rules.
• Sub-objects: Support Process Layouts for Sub-objects, including create/edit layouts, so approvers can efficiently manage related Sub-object records during approval.

2. Which objects are supported by Process Layout?

Custom objects and several built-in objects (for example, Account, Opportunity 2.0, Work Order, Campaign) are supported by Process Layout by default.

Other built-in objects, such as Sales Order, Quotation, and TPM activity application, require a feature-gating request (gray release) for support.

• TPM activity application supports Process Layout: https://www.fxiaoke.com/XV/UI/Home#objdetail/object_4mwy1__c/6584131f34b8750001a27004
• Edit Quotation Products during quotation approval (Process Layout): https://www.fxiaoke.com/XV/UI/Home#objdetail/object_4mwy1__c/645b36f2f435350001579b44
• Edit Sales Order Products during order approval (Process Layout): https://www.fxiaoke.com/XV/UI/Home#objdetail/object_4mwy1__c/637c70d5648ea30001c3a0ab

For support and release plans for other built-in objects, contact the product and engineering team or the responsible product manager for a separate arrangement.