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Need help with approval process
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02-18-2010 05:12 PM
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.
Solved! Go to Solution.
Re: Need help with approval process
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02-23-2010 10:21 AM
Re: Need help with approval process
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02-23-2010 10:26 AM
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_
https://na2.salesforce.com/help/doc/en/salesforce_
Re: Need help with approval process
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02-23-2010 11:25 AM
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
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02-23-2010 12:41 PM
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
Re: Need help with approval process
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02-23-2010 01:02 PM
thx a lot for the help.....
I got it
solution : https://na7.salesforce.com/help/doc/en/salesforce_
When approval process asks to select approvers select Related user and select the required lookup field

