Apex Code Development You need to sign in to do that
Don't have an account?
Pooja Jain Can approval data be captured as a field to report on?
Hello,
I need to add following fields from SF to Reports. These fields do not need to be added to the page layout.
1. Current Step Owner: Name of person (or people) that the approval process is currently pending with
2. Current Step Name: Name of Step that the approval process is currently pending with
3. Days in current step: Calculation of Time elapsed since an approval entered into the current approver’s bucket for ‘action’ and today’s date (date of generating the report)
All three of these fields require reporting off of the approval process
In short I want to know for each oppty, which step of the approval it is in, who the approver is, and how long it has been in that step.
Hi Pooja,
there is one OOB report for admins to see all pending requests:
https://na2.salesforce.com/help/doc/user_ed.jsp?section=help&target=reports_administrative.htm&loc=help&hash=topic-title
Please look at this answer for further approval reporting needs:
http://success.salesforce.com/apex/questiondetail?qId=a1X30000000HYToEAO.
Another option you have is to use the dataloader and the webservices API to retrieve approval information and report on it:
https://na1.salesforce.com/_ui/training/help/pub/UserEdSolution?id=50130000000MCEx&retURL=https%3A%2F%2Fna2.salesforce.com%2F_ui%2Ftraining%2Fhelp%2FCombinedSearchPage%3Fstr%3Dapproval%2Binstance%2Bstep&ps=1&orgId=00D000000000062
In addition, you can use Apex to query the Objects in the above link and create your own reports with Visualforce.
Hi Pooja,
Are you able to generate the report which you are looking for? If so can you please advise me on how to do this?