Hello,
One thing that supervisors want to be able to quickly reference in a report is the date that a record has been submitted for approval. There are deadlines for certain processes and they want to be sure their staff is getting their work in on time.
I know that on standard approval reports, you can report on initial date submitted. However, these reports are not ideal for us because they only show the record number. For one particular object, the records are auto-numbered and don't tell us anything about that particular record and the supervisor would like to see a little more to know which record is which. So reporting on it using an official approval report isn't ideal.
I made a read-only field on the record called "Date Submitted for Approval." Then I added a field update under "Initial Submission Actions" that updates that field with today's date when the record is submitted.
What I am afraid of is that field will continuously update with the current date because of the formula used. Unfortunately approval fields aren't available-is there any other way to capture the date submitted?
Second-if a user resubmits the record for approval, will the value of the field be updated? Is there any way to distinguish between initial submission and re-submission or does the system view and treat them the same?
Anyone have any ideas on how to go about this? If we have to use a standard approval report we will, I just wish we could pull in more info from each record to have a better idea of what is what.
Any ideas are appreciated! Thanks!
답변 1개
Blair,
As a simple workaround, you can amend your Field Update Formula like this:IF(
ISBLANK(Date_Submitted_For_Approval__c),
TODAY(),
Date_Submitted_For_Approval__c
)
This means that the Date will be filled / populated only once i.e., initially when it is BLANK/EMPTY.
