Integrate Approval Process functionality into Skuid

  • 11
  • Idea
  • Updated 1 week ago
  • Implemented
(via zachelrath on github.com/skuidify)

"HIGH PRIORITY.

If a record is Locked by an Approval Process, we should show this in Skuid. We can check this by querying the ProcessInstance table where TargetObjectId = objectBeingEditedInSkuid.
If an Approval Process is defined for a given Object, a "Submit for Approval" button should be able to be added to that Object. This should kick off an Approval process in Apex. We can dynamically instantiate Approval processes in Apex, I believe, because ApprovalProcesses are interfaces in Apex."
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Anna Wiersema, Official Rep

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Posted 7 years ago

  • 11
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Zach McElrath, Employee

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Official Response
In the Millau release, we added Data Source Actions to the Salesforce Data Source Type that allow you to perform all of the following actions:

  • Submit for Approval: Submits a Salesforce record for approval.

  • Approve: Approves a submitted record.

  • Reject: Rejects a record that has been submitted for approval.

  • Recall: Recalls a record that has been submitted for approval.

  • Unlock: Unlocks a record for editing after the record has been submitted for approval.


For more information, see the docs.

https://docs.skuid.com/latest/en/data/salesforce/#approval-process-actions