Approval Process in Salesforce | delegated Approver | EP-7
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- Опубліковано 7 вер 2024
- Declarative Tools for Business Process Automation
Approval Process in Salesforce
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Also it was so sad that you rejected the Leave Request!
I could just feel for that guy :P
:)
Hahahah
Thanks for sharing, this is helpful
Thanks for watching!
A KIND REQUEST. Please do everything in the video itself. Don't come with prerequisites. Like you said that" I have already created an object for Leave". That is ok. Creating a custom object isn't much a big job. But after that creating a separate app for Leave Manager is not an easy job. Bcuz I cant even find the Submit For Approval button. Even in my custom object I cant even find the Compact Layout near which the inverted triangle button appears which when clicked shows that button, I cant use Page Layouts, Compact Layouts. SO PLEASE DO EVERYTHING WHILE SHOOTING THE VIDEO
Thank you so much for your feedback. We will take care. Some time its hard to create everything in one hour recording. If we will do all then recording will increase like anything.
Upon the click of Submit for Approval : No applicable approval process was found. Also going on user I am just getting the option to Edit and not Login. Can someone help what's wrong may I be doing?
Check your Approval process is active
@@apexhours Yes it is active as I can see this in Active Approval Processes List.
Hi Team: Thanks for detailed explanation. 1. looking for case assignment rules and Queues in which session it has been covered ,as of now i didn't skip any of sessions (till 7) .2 can we sent approvals from system admin profile user to platform user profile. ( i tried this says permissions issue).3. For field update we have option "Re evaluate workflow rule after field update , this option is available only for field update or for Task and other events too. 4. while creating this approval process at step 3 there is option Use approver field of leave owner what it does (Apology if i miss that) ... Thank you team for your time.
Hey this Video is very Helpful, How can we create list view for approval requests?
Glad you like. There is one related list component which you can use
@@apexhours Can you give me the path for that?
How you are able to switch between one login to another...you used a term for it...what was that and how it is used?
Grand login access
I have created leave object and as you said I was trying to submit for approval. It is saying that "No applicable approval process was found. Please help me with this. As you mention below I have active leave approval and still I can't submit it.
Text is not clearly visible by watching mobile.
Sixth episode was clearly visible.
You need to change your UA-cam Video setting
when login as manger and try to approve requests its saying this error "You don't have permission to complete this approval request. Contact your administrator or the record owner for help."help me.
Who is approver of that record
How to stop sending the Emails when a record is submitted for Approval?
What will happen to the records that already existed that meet the Entry criteria before the approval process was created and activated-Will they also go through the approval process or will this only affect new records created after activation of the approval process?
Yes it will applicable to existing records also if they meet the crieteria
Escalation rules r missed
Just updated the agenda and description