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Akirafei
Help for dynamic routing in approval workflow
Hi,
We have a project to develop an approval workflow. In our project, we will receive requests from different regions and then send those requests to different approvers based on the region. Therefore, we need support of conditional branch similar as if-else or switch .
I have read all documents of Salesforce and did not find such feature. Can anyone let me know whether it is supported in Salesforce or any "walkaround" solution? Thanks.
Is it not possible in Approval Process ? I think it should be possible using the match criteria where you can compare the Region of the Object and based on that you can route the object to some user.
All Answers
Is it not possible in Approval Process ? I think it should be possible using the match criteria where you can compare the Region of the Object and based on that you can route the object to some user.
Maybe I'm jumping the gun,
but from what i could understand from your post is that you need branch the logic based on your approver's response to a particular request sent to him
there are 3 ideas that come to my mind as a possible solution
1) you could set up a Inbound Email Service
when a request for approval is sent to a approver, He could send templated response back to the system as an email and we could use apex inbound Email service to capture these emails and branch the logic accordingly
More about Inbound Email Services :
Beautiful Blog By Jeff Douglas
Salesforce Help DOC about Inbound Email Obj
2) You could also create a VF page / Site.com Page for your approvers in your company / Client where they login and respond to their approvals, and you can have great flexibility to control the response
About Site.com Features
Documentation on Visual Force Pages
Visual Force Developers guide
3) If its not complicated as i think it is , we could take the approach of Approval Processes and joining it with triggers based on field updates etc. I could give a better picture on this idea if we have more clarity on exactly what we are aiming at.
more on Approval Processes
Hope this helps and not convoluted the inital idea !
thanks !