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Jesse Ku (PPPMI) asked in #Flow
Oct 20, 2020, 11:49 PM

Approval flow - assign dynamic approvers

I created multiple custom hierarchy fields in the user object for dynamic approvers configuration. When working on the approval steps > select assigned approvers, the 2nd option should be "Automatically assign an approver using a standard or custom hierarchy field" to select the custom hierarchy fields. However, it only gives the option "Automatically assign using the user field selected earlier. (Manager)". There is no option to select the custom hierarchy field.

Is this a special SFDC feature to be enabled by the support team, or am I missing something? Please help!

* This is the SFDC help page of selecting the approver: https://help.salesforce.com/articleView?id=approvals_step_approver.htm&type=5

 
4 answers
  1. Jesse Ku (PPPMI)
    Oct 21, 2020, 6:47 PM
    Hi Anudeep, thanks for your suggestion! It works when creating the top level approval process, not on Approval Steps. When creating each process step, it limits to "Automatically assign using the user field selected earlier. (Approver1)" without the option to select another custom hierarchy field.

    In my case, each user has up to 4 approvers which I created 4 approvers custom hierarchy fields in the user object.  For each approval step, I want to select a different custom hierarchy field (dynamic approvers depending on the user), but the system does not give the option to select another custom hierarchy field in the steps.

    In SFDC document https://help.salesforce.com/articleView?id=approvals_step_approver.htm&type=5, it says "Identify Assigned Approvers for an Approval Step". Is that wrong information or I misunderstood it? Please advise. 
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