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We have an object with an approval process.  There is a related list on this object where the records have their own owners (user lookup fields).  How can we automatically assign a step on the approval process to any & all of the owners of the records in the related list?

 

 
1 个回答
  1. 2018年8月29日 00:10
    Hi Amber,

     

    This is currently not possible using the standard functionality of the Approval Process. A similar idea as already been submitted for the enhancement of this feature:

     

    https://success.salesforce.com/ideaView?id=08730000000l9jNAAQ

     

    I would recommend upvoting this idea to increase of getting this implemented in a future release.

     

    You may also want to check if this is possible via custom coding by joining the Developer community forums or looking for any apps from AppExchange that can provide this functionality.

     

    https://developer.salesforce.com/forums

     

    https://appexchange.salesforce.com

     

    Thanks!
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