[SalesForce] Resubmit approval process if record edited

I have a scenario where the user has submitted record for approval and record got locked. In the mid of the approval, another user edits the record. In this case users need to re submit the record for approval.

How can I achieve this?

In the approval process, on each step I am changing the 'Status' Field in the record. I am resetting the 'Status' to pending on record edit. in this case, 'Submit for approval' button is not visible in the record.

Please advise.

Additional Info:

we have 4 step approval process.

User submits the record for approval.
Approver 01, approves the record and it goes to approvar 02.
Meanwhile submitter edits the record. for example: changed the Amount field.
The record should be resubmitted for approval. it should go to the all the approval steps again.

I hope it will help.

Other option i found is Submitter can recall the approval and edit the record, then he can resubmit for the approval. but is there any automated way of doing this?

Best Answer

I think what you want is :

1) Submitter1 edit and submit the record to Approver1

2.1) Approver1 review/edit record and then must Approve --> the record is going to Approver2. Your record will still be in "Pending" for Approver2

2.2) Approver1 reject --> go to final reject actions, unlock records and Submitter1 will have to submit again

3.1) Approver2 approves --> your record is now approved, do whatever you want (field update, email alert)

3.2) Approver2 rejects --> you have 2 options here, go back to step1(=Approver1) OR go to final reject actions. In final reject actions you can unlock your record(+ field updates), so the oirignal submitter can edit and submit again.

Of course in your approval process setting, you must to enable "System Admin AND approver can edit records"

I hope that can help

Related Solutions

[SalesForce] Creating a multi-approver approval process

This is all definitely possible inside Salesforce's approval process. It utilizes approval steps. This would utilize a 3 step approach.

Here is a Youtube demonstration of a scenario of requiring two approvers. Here is another Youtube video from a Dreamforce session that goes more into depth on workflow and approval process.

Finally, here are some more examples of approval process to help you along.

[SalesForce] Is it possbile to remove approval history based on criteria

If you are just looking to remove the Approval History records related to the original approval when it needs to be submitted for approval the second time, no that is not possible. I would argue that you really shouldn't want it to be deleted (since it actually shows the true history then).

As @doga suggested, you can hide or display it with different page layouts. If you are really set on removing old history from the page, you could override your page with Visualforce and then create your own related list by querying the objects. You just query for the related list and then filter it out in your controller before throwing it onto the page. For instance, if you wanted to get the related Approval History on an account:

SELECT
    (SELECT 
        Id, IsPending, ProcessInstanceId, TargetObjectId, StepStatus, OriginalActorId,
        ActorId, RemindersSent, Comments, IsDeleted, CreatedDate, CreatedById, SystemModstamp 
    FROM ProcessSteps)
FROM
    Account a

Notice how ProcessSteps is the name of the relationship. The actual object is ProcessInstanceHistory.

You can use this list then and filter out the records you don't want to display on your page. I wouldn't suggest this, but it is an option if needed.

Best Answer

Related Solutions

[SalesForce] Creating a multi-approver approval process

[SalesForce] Is it possbile to remove approval history based on criteria

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