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Regular Contributor
vikramn3233
Posts: 11
Accepted Solution

Need help with approval process

I am required to create an approval process , where few records are to approved by one person(manager) and few other records are to approved by (Project manager)

Kindly please help. Its pretty urgent.

Regular Contributor
vikramn3233
Posts: 11

Re: Need help with approval process

Can someone plzz helppppp
Super Contributor
Stevemo
Posts: 3,210

Re: Need help with approval process

I know it sounds a bit RTFM, but have you tried looking at either of these?  There are some great examples that you can poach from.

 

https://na2.salesforce.com/help/doc/en/salesforce_workflow_cheatsheet.pdf

 

https://na2.salesforce.com/help/doc/en/salesforce_useful_workflow_rules.pdf 

 

 

"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Regular Contributor
vikramn3233
Posts: 11

Re: Need help with approval process

Thanks a lot for replying 'stevemo'

 

I have been thru those docs.

 

Well, what excatly I need is that I have created a custom object project and it has a custom field project manager (lookup to user) and my approval porcess must be routed to the user specified in the project manager field.  Is that possible to do using SalesForce platform and should I be using apex for this.

 

kindly plase do suggest me something

 

 

Super Contributor
Stevemo
Posts: 3,210

Re: Need help with approval process

I don't have any experience using Apex, so you'll have to ask someone else for that.  

 

But you can route an Approval to a custom Lookup(User) field, so you should be good-to-go using a standard SFDC Approval Process  

"If you're in a band and you think that you're good, you probably suck. If you're in a band and you think that you suck, you probably do." - Bob Pollard
Regular Contributor
vikramn3233
Posts: 11

Re: Need help with approval process

thx a lot for the help.....

I got it

 

solution : https://na7.salesforce.com/help/doc/en/salesforce_approvals_cheatsheet.pdf

 

When  approval process asks to select approvers select Related user and select the required lookup field