Hello, In the Lightning interface, do we have the ability to customize the Approval Request Detail page or is there a way that I can add Files to it? Our Manager wants to confirm that project managers have uploaded the budget detail to review before approving any requests. Thank you, I appreciate your suggestions!
@Tim Klimasewski , Now I got it.
I'll tell you about my case.
I've had to implement an approval process for each email sent through a case.
In this scenario, Salesforce has made available one object called Email Message.
What Have I done to put a custom Lightning Component on the page layout?
An approval process is made by some related objects (in my example: Case + Email Message) inside another object called ProcessInstanceWorkItem.
You aren't able to find that object under Object manager, but as far as you've sent some record for approval, the approver (I've logged as an administrator user) will be able to access the record to approve, as well as click on the gear icon and edit their respective Lightning Page.
What lesson to keep in mind:
- Check the record under approval, not the record you're sending to approval.
I hope I could clarify a little bit about my experience with that.
Let me know if you both have further questions.
