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saintrjsaintrj 

I have two differnt issues with Approvals

I am new , and have what is a little different, I thinkg environment.

 

We vase the approval of quotes on a multiplier value. I have created a custom field at the Line Item object and want to include that field in the approval email. The problem I am having is that this custom field does not appear on the lsit of custom fields available in the email template cration tool.

 

Secondarily. my approval process requires one or both of two individuals to approve.

 

I wanted to create a picklist to choose the approver, but I cant seem to create a multi pick list field to do that.

 

Any guidenace will be greatly appreciated

Starz26Starz26

The field from line item will not be available as a merge field since the line item object is not the target of the approval. You need to create a field on the primary object to hold the value....

 

second, to get the users for approval, you have to create lookup fileds to those users, one per user to use the related user option of the approval process.

saintrjsaintrj

You need to create a field on the primary object to hold the value....

 

How do I do that when there can be multiple line items?