On your Travel Approval record, click the Related tab and you can see the new section titled Approval History that has details of your approval submission. Its status is Pending and it’s assigned to Eric Executive. At this point you could log out of Salesforce and log back in as Eric Executive.
Full Answer
What is pending approval report in Salesforce?
Salesforce Pending Approvals Report. If you have one or more approval processes, you may find a requirement to be able to report on records that are pending approval. As well as knowing the records, we probably will want to know who the record has been assigned to for approval, so we can follow up or reassign if the person is not available.
What is approval process in Salesforce?
Set up an approval process to automatically manage when an account changes from a prospect to a new customer. An approval process automates how Salesforce records are approved in your org. In an approval process, you specify: The steps necessary for a record to be approved and who approves it at each step.
What happens when a time-off request is approved in Salesforce?
For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager. The actions to take based on what happens during the approval process. For example, if a time-off request is approved, update fields on the employee’s record.
Can I list pending approval requests in a report builder?
One thing that is missing, is the user that the approval request is currently assigned to for approval. Back to the report builder, and after going through all of the available fields, unfortunately it is not available. So, we can list pending approval requests, but not with the user it is pending with.
Where can I see my 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 check approval process in Salesforce?
Test Your Approval ProcessUsing the App Launcher, navigate to the Travel App and click the Travel Approvals tab..Select a record from the list. ... Click the down arrow next to the New Opportunity button and select Submit for Approval..Enter a comment and click Submit.More items...
How do you find approval history in 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 ...
How do I create 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.
What is approval queue in Salesforce?
Approver can be an individual – fixed user, or a team of people. A queue is basically a name of that group and individuals that belong to that group. Learn more about a Queue in Salesforce. In our example, we're going to set up the Leasing department heads and Legal Team queues.
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 approval history?
The Approval History Log contains a record of all approval requests that have been triggered by a policy with an approval workflow action. This log shows the status of each approval request that has been submitted to CentraSite.
What is ProcessInstanceWorkItem in Salesforce?
ProcessInstanceStep represents a step instance in an approval process (ProcessInstance) on which users has already acted and ProcessInstanceWorkItem represents a step instance in an approval process(ProcessInstance) on which is pending and users has to perform some action next on it.
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.
How do I report an approval request in Salesforce?
Create a Report on Records Submitted for ApprovalChoose an object in which you want to track the records submitted for approval.Create a custom field and label it with a meaningful name. ... Create your Approval Process. ... Choose the field created earlier, Submitted for Approval, and update the field value to TRUE.
What is approval process in Salesforce?
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Example. Your org has a three-tier process for approving expenses.
What is Salesforce approval process?
An approval process automates how Salesforce records are approved in your org. In an approval process, you specify: The steps necessary for a record to be approved and who approves it at each step. For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager.
What is a submit for approval?
One of the available process actions is Submit for Approval, which means you can build a process that automatically submits records for approval. And that means your users don’t have to remember to submit opportunities for approval. For example, in a process that runs when opportunities are created or edited:
What happens when the CEO approves a position?
If the CEO approves the position, final approval actions are executed. They set the approval status to Approved, unlock the record for future updates, and notify the employee who requested the new position. Final approval actions occur only when a record is approved and there are no further approval steps.
