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We are trying to Create a Case List View that will show a user which cases they need to approve.

This can include cases assigned to them or cases they are a part of an Approval Queue.

 

I can't find a good filter or field that will do this out of the box.

 

Any suggestions?

 

#Case  #List Views  #Approvals User

3 answers
  1. Feb 24, 2024, 8:54 AM

    @Michael Faber i am trying a way out.. but before i figure out the solution.. can you share how many approval queues you have?

     

    the though process is

     

    1. You can have a record submission action in the approval process which will populate Approver's Name into a custom field in case object. Approver name can be User or queue as desired.

    2. We then create List Views based on every approval queue you have so that records fall into specific list views display accordingly

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