How to query the Approval Action history for a Salesforce approval process? Answer: The user can run a query as shown below (Note: Replace the Event ID in the where clause): SELECT Id, Status, (SELECT Id, StepStatus, Actor.Name, Comments
Full Answer
How to get all approvals for one record in Salesforce?
So far I found out that we can get all the approvals (for one record) using the following query SELECT Id FROM ProcessInstance WHERE TARGETOBJECTID = "record id here" ORDER BY CreatedDate DESC This gives me all the processinstances as shown below.
Should the trigger be before or after the approval process?
However, due to record locked by Approval process, the trigger had to be before trigger. Is there a way I can fetch the ID of the user who actually approved the process?
How to get related details from Child Records in Salesforce?
You can Query ProcessInstance and get related details from child records. Here is sample code for you. Thanks for contributing an answer to Salesforce Stack Exchange! Please be sure to answer the question.
How to query processinstancehistory object?
We can not directly query ProcessInstanceHistory object. We can query using parent object i.e. through processInstance. Please do let me know if it helps you. We are trying to figure out how exactly StepsAndWorkItems relate with respect to each step in the Approval process.
How do I see approval history in Salesforce?
It is only visible on the record's page. Users must click the link to approve in the email received, navigate to the Approval (ProcessInstanceWorkItem), click the record, and view the Approval History related list on the record in order to see the Approval History.
How do I run an approval history report in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Fill out the fields. For this field... ... Click Next.Click the box under the primary object.Select Process Instance Node. ... For the A to B relationship, select one of these options. ... Click Save.
Can we query approval process in Salesforce?
Salesforce Approval Process Objects ProcessInstance ProcessInstance record is created every time for particular object record which is submitted for approval. Its is also read-only object. We can describe, query and retrieve the approval processes Instance.
Can you report on approval history Salesforce?
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress approval processes and their individual steps ...
Where does the statement approval history appear?
To view a transaction's approval history: 1. Click the transaction's status link in Approval Status column. The Transaction Management: Transaction Detail screen displays with the Approval History tab open.
What is approval history related list in Salesforce?
The Approval History related list lets users submit approval requests and track a record's progress through an approval process from the record detail page. Consider adding the Items To Approve related list to your custom home page layouts.
What is ProcessInstance in Salesforce?
ProcessInstance object Represents an instance of an approval process. which is created every time when a record is submitted for approval. ProcessInstanceHistory object shows all steps and pending approval requests associated with a ProcessInstance.
Where are approval Comments stored Salesforce?
Salesforce Approval Process Comments are stored in ProcessInstanceStep entity.
How do I store approval comments in Salesforce?
Salesforce: Store Approval Comments to NotesProcess Builder. Process to trigger when the status change to Approved or Rejected. a. Select the object and make sure to select "when a record is created or edited" ... Autolaunched Flow. Flow designer: a.
How do I see approval requests in Salesforce?
To track where a record is in an approval process, view its Approval History related list. Identify a delegated approver and control whether you receive approval request emails.
How do I create a report from a contact history in Salesforce?
click report tab-->click create new report->click Account and Contacts-->under that see contact history will available there...