Skuid Approval Process

  • 2
  • Question
  • Updated 2 years ago
  • Answered
I need to replicate the quotes approval process in Skuid before rolling it out to our users.

After some reading it seems we're going to have to build something ourselves, as Skuid doesn't support this standard Salesforce functionality.

So that I know I'm on the right path, would somebody be able to list out the steps I need to take in order to get this up and running?

Thanks very much :) 
Photo of Glenn Daly

Glenn Daly

  • 1,270 Points 1k badge 2x thumb

Posted 2 years ago

  • 2
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
Do you have an apex developer resource? It mainly requires this to get started.
Photo of Glenn Daly

Glenn Daly

  • 1,270 Points 1k badge 2x thumb
Ha Ha.....i wish! No we don't. I can write a little bit of apex (normally with help from stackexchange), if somebody can give me what I need from a high level, I can give it a bash!
Photo of mB Pat Vachon

mB Pat Vachon, Champion

  • 42,714 Points 20k badge 2x thumb
You'll need to create apex that is an InvocableMethod so that you can access via Skuid action framework.
Photo of Glenn Daly

Glenn Daly

  • 1,270 Points 1k badge 2x thumb
Thanks :) 
Photo of Bill McCullough

Bill McCullough, Champion

  • 12,436 Points 10k badge 2x thumb
Glenn,

Rob Hatch worked up an example page for an approval process on Cases.  He setup a process builder to trigger the approval and simply updated a field using a Skuid button.

Here is the community post:
https://community.skuid.com/skuid/topics/how_do_i_expose_a_submit_for_approval_button_within_skuid?t...

Here is the example page:
https://github.com/skuidify/SamplePages/blob/master/pages/CaseApproval.xml

Thanks,

Bill