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vinni shree Approval Process for related records
An Approval Process is dened in the Expense_Item__c object. A business rule dictates that whenever a user changes the Status to ` ̃Submitted' on an
Expense_Report__c record, all the Expense_Item__c records related to the expense report must enter the approval process individually.
Which approach should be used to ensure the business requirement is met?
A. Create a Process Builder on Expense_Report__c with an 'Apex' action type to submit all related Expense_Item__c records when the criteria is met.
B. Create a Process Builder on Expense_Report__c to mark the related Expense_Item__c as submittable and a trigger on Expense_Item__c to submit the records for approval.
C. Create two Process Builders, one on Expense_Report__c to mark the related Expense_Item__c as submittable and the second on Expense_Item__c to submit the records for approval.
D. Create a Process Builder on Expense_Report__c with a 'Submit for Approval' action type to submit all related Expense_Item__c records when the criteria are met.
Can anyone explain the correct process for the above question I think using process builder approval action we can submit only one record I'm not aware of related records.
Thank you
Requesting you to go through this Help article which relates with your requirement https://salesforcetime.com/2022/01/26/using-flow-to-save-approval-information-to-record-fields/
Also , Process Builders and Workflow Rules are going to be retired with the End of 2022. So I suggest you to use Flows for the same.
Hope it helps !
Thank you .
Hi
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Characterize the work task.
Set approvers, authorizations and due dates. . (https://findtricks.in/)
Relegate the work task.
First approver gets work.
First approver supports or rejects work.
Submit to conclusive approver. .
Distribute or acknowledge work.
Findtricks (https://findtricks.in/)
Identify potential requesters.
Document required information needed to make approval judgment.
Design the request form to capture all relevant information (https://knifeplatoon.com/how-to-fillet-a-flounder/).
Determine potential exceptions and handling procedures.
Identify required approvers (individuals or groups).