Add the Approval Status button to the Opportunity Lightning Record page - AWS Partner Central

Add the Approval Status button to the Opportunity Lightning Record page

The following steps explain how to add the Approval Status button to your Opporuntiy Lightning Record page. The button enables you to see the status of your opportunities as they go through the approval process.

To add the button

  1. Sign in to your Salesforce organization as a system administrator.

  2. Navigate to the Opportunity Lightning Record page. 

  3. Choose the highlighted panel to open the properties pane.

  4. Select Upgrade now.

  5. Select Migrate existing actions, then select the page layout from which you want to upgrade the actions.

    —OR—

    Start from scratch and add the actions manually.

  6. From the Actions list, choose Approval Status.

  7. Choose Save.

Note

  • You only need to complete steps 4 and 5 once.

  • The Approval status button only appears in the Opportunity Lightning Record page for AWS-referred opportunities.