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SFDC_RJ
Help on Approval Process
We have multi step approval process . At each step we update its step (picklist) and date it entered at that step (sets date to Today()).
I want to send notification if approval is stuck for more than 3 days . I guess we should be using time based work flow for that but I m not sure how ?
Also some in this approval process , somtimes campaign take palce even if they don't get approval .For such cases I want to unlock record if end date has passed even if campaign was never approved . Is there a way to unlock record in workflow rule ?
Any help is apprciated . Thanks
Time based workflow can be used to send alert. Create a field called alert_date to store the 3rd day from approval fire. In time based workflow send the alert if the status is pending and alert_date is today. It is simple to do if you know time basewd workflow