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splashgordon Reporting on Approval Processes
I have a need to report on approval processes. For example, I want to know with which users certain records are for approval and when they were assigned. This is to allow me to proactively chase up approvals that have become "stuck" and show, by user, where the bottlenecks are.
Salesforce does not provide access to the Approval History object so I am unable to create a report (and therefore a dashboard) that does this. I am surprised that this is not a common requirement (how often do your approvals get stuck with someone?!). I have been round the houses on this with PS&A and the best solution I have come up with is as follows:
(1) Create 2 custom fields on my object called "Current Approver" and "Date Assigned"
(2) Maintain these fields via Field updates on the Approval/Reject actions in the workflow approval steps
(3) Report on the 2 custom fields
There are issues with this approach:
(1) We have approval processes where the steps are conditional. As such, the only way to populate these fields is to replicate the conditional logic in the field update in the preceding step. This makes maintaining the process cumbersome
(2) Reassignment of approvals cannot be captured (not a huge issue, but an issue)
Whilst I am sure I can make this solution work, it is not very elegant. I am looking for something better. Can anyone help? Has anyone done this before?
Thanks in advance,
Gordon.
http://community.salesforce.com/sforce/board/message?board.id=general_development&thread.id=15145
It seems to me as well like a big need. For me it's not as important to be able to report on who the current approver is (because it's a queue) but rather to pull which records are still pending. Similar problems with reporting, however.
I'd like to hear other solutions as well, but if not I may go with a similar workaround to yours.
Currently the only workaround:
http://success.salesforce.com/questionDetail?qid=a1X30000000HYToEAO
https://help.salesforce.com/apex/HTViewHelpDoc?id=approval_history_reports_fields.htm&language=en_US and here are some examples https://help.salesforce.com/apex/HTViewHelpDoc?id=approval_history_reports_examples.htm&language=en_US