Question

A sales manager wants that when an Opportunity is submitted for discount approval, the record should immediately become read-only for the submitter and most users, and the Opportunity's Status field should be set to 'Pending Approval'. Which approval process configuration accomplishes BOTH requirements without additional automation?

Accepted Answer

Add a field update as an Initial Submission Action to set Status to 'Pending Approval'; record locking on submission is handled automatically by the approval process.

Answer

Create a record-triggered flow that fires on submission to update the Status and set the record to read-only.

Answer

Add a field update as a Final Approval Action to set Status to 'Pending Approval' and rely on the org-wide default to lock the record.

Answer

Add the field update as an Approval Step Action and manually enable 'Lock the record' in the field update settings.