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Here's my Use Case:

 

  • I have a custom object record that runs through an Approval Process
  • The Assigned Approver is a Queue of Users, not all of whom need to see or Approve this particular record
  • I only want Queue members who are also a specific Role on the parent Account's Account Team to Approve the particular record
  • Assumption #1:  there is more than one User who meets the criteria from my previous point
  • Assumption #2:  there are too many Accounts for which to set up individual Queues and dedicated clones of the same Approval Process

 

Given that I cannot designate Account Team Members with the specific Role as Approvers (similar to setting them as Recipients of an Email Alert), what's my best approach?

 

#Approval Process #Queue

3 个回答
  1. 2021年6月29日 19:34

    Also, how do I check for Type, if the Type I'm looking for is a specific Role as the parent Account's Account Team Member? I don't see an entry under $User for TeamRole or TeamMember.

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