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Janice Mackedon
approval processes pop up
Our org has decided to use approval processes on the opportunity records and I have found that in testing that when a user hits the sumbit for approval button there is nothing that pops up to inform them what process they are submitting. So when you have several procceses is there a way to code to get a pop up that tells them you are submitting approval process A or B before they hit send?
If you are using standard approval process then you cannot have popup, You would need to customize and build the approval process.
Review below example for customize approval process.
https://sfdcfanboy.com/2017/07/24/a-tip-a-day-2-display-custom-popup-message-while-submitting-for-approval/
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,
Vinay Kumar
All Answers
If you are using standard approval process then you cannot have popup, You would need to customize and build the approval process.
Review below example for customize approval process.
https://sfdcfanboy.com/2017/07/24/a-tip-a-day-2-display-custom-popup-message-while-submitting-for-approval/
Hope above information was helpful.
Please mark as Best Answer so that it can help others in the future.
Thanks,
Vinay Kumar
So are you saying we can not use the standard process at all to set the criteria and approval steps? Or is the blog post just telling us how to create a custom button and would we need to create a seperate button for each approval process?
Thank You
Janice
Yes using standard process you cannot set or have a popup or warning message, You would need to build custom approval process for that and the link shared is just a sample example on how to do.
Thanks,