's question?
I need to report on Approvals in SFDC and need to interface that same information to another system.
What is the best approach?
Setup: 1 Custom Object with standard Approval Processes on it.
Possible solutions:
Do I best duplicate the approval info ('Approved By' and 'Approval Date') on that custom object itself (new fields that I don't show in UI but only use in reports and for interfacing)
OR
can I create SFDC reports on that custom object together with the approval process info AND do the same with SOQL statements for the interfacing part.
Or is there another option I overlooked?
Any help is welcome.
@Admin Group, Brussels, BE@Michaël De Feyter Have a look at this: https://help.salesforce.com/HTViewHelpDoc?id=approval_history_custom_report_type.htm&language=en_USand this:
https://help.salesforce.com/HTViewHelpDoc?id=approval_history_reports_examples.htm&language=en_US댓글 5개
You're welcome! I know reporting on approvals needs some improvements from Salesforce side. But we are resourcefull people sometimes ;-)