What would you use in order to accommodate a customer’s unique process around policy approvals?

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What would you use in order to accommodate a customer’s unique process around policy approvals? For example, each policy needs a second layer of approval.

Create a new field and create notifications

Add a new related list to keep track of who has already approved it and who hasn’t approved yet

Add a UI Action to track who the stakeholders are

Create a new workflow in the workflow editor

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Product: CIS-RCI
Update on: Oct 31, 2025
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What would you use in order to accommodate a customer’s unique process around policy approvals?

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