Integrate Approval Process functionality into Skuid

  • 11
  • Idea
  • Updated 2 weeks 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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Anna Wiersema, Official Rep

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Jarrod Hinson

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+1
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Andrew Hess

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I want to recreate the Recall Approval Request button in Skuid. I know how the link should be set up, but I can't get the Id of the ApprovalProcessItem to render in the URL because the button is on a page title block that has Opportunity selected as the model. Transversely, I tried a page title with ApprovalProcessItem as the model and I can't pull the Opportunity Id (aka TargetObjectId).
(Edited)
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Jack Sanford, Champion

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We don't want to expose standard salesforce anything, so are building our own custom object for Approval. Is there any way to 'lock' a record outside of the standard Approval Process?
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Emily Davis, Employee

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Jack,
Wanted to post a quick update to your question on locking records. It looks like, as of Salesforce's Winter '16 release, you can lock or unlock a record via Apex. This would require calling Apex from Skuid by an Apex invocable method (using the Skuid "Run custom Apex action" action) or JS remote action.
https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_apex_approval_locks_unlocks...

Hope that helps!
Emily
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Dan Boudreau

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I'd like to see some drag and drop support for approvals, please. This is a barrier for entry right now!
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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