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Hm_invi
need to approve a record using email based approval.
i have to approve a custom obj record which has it's status field to completed.
Now a process builder is setup which will trigger the approval process setup..
this approval process will send an email notification and upon approval by a queue called 'service group' this status field will update to approved.
this email notification has an email alert which has a case to email id in the additional email addresses. now a new case is created and this email is attached to that case.
Now the requirement is:
-service group queue shall approve the record from the created case. because the service group does not have access to the custom obj.
-the way they need to approve is by replaying as APPROVED.
any queue user can do this.
challanges i'm facing are:
-i cannot use the queue in the approval process because there is a master-detail relationship and this custom obj is on detail side.
-how can i make sure that APPROVE replay from the case attached Email will tick this approval process record. i dont see the auto approval Email id (the salesforce automated one) in the To address of the Case Email.
-since i cannot use the queue and anyone from the queue can approve these records how can i choose the approver in the approval steps.
-What is custom Email Template for auto email approval and how can i use it here?
The question is on the lengthy side. but please help me if you can.
Thanks in advance.
Now a process builder is setup which will trigger the approval process setup..
this approval process will send an email notification and upon approval by a queue called 'service group' this status field will update to approved.
this email notification has an email alert which has a case to email id in the additional email addresses. now a new case is created and this email is attached to that case.
Now the requirement is:
-service group queue shall approve the record from the created case. because the service group does not have access to the custom obj.
-the way they need to approve is by replaying as APPROVED.
any queue user can do this.
challanges i'm facing are:
-i cannot use the queue in the approval process because there is a master-detail relationship and this custom obj is on detail side.
-how can i make sure that APPROVE replay from the case attached Email will tick this approval process record. i dont see the auto approval Email id (the salesforce automated one) in the To address of the Case Email.
-since i cannot use the queue and anyone from the queue can approve these records how can i choose the approver in the approval steps.
-What is custom Email Template for auto email approval and how can i use it here?
The question is on the lengthy side. but please help me if you can.
Thanks in advance.
Hi
Kindly refer this below example and modify yours accordingly :-
https://www.sfdcpoint.com/salesforce/approval-process-in-salesforce/
If this meet your requirement, please mark it as best answer.
Regards,
Priya Ranjan