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JayaJayaJayaJaya 

Bit Urgent: Query related to Approval process

Hi all,

 

Please clarify the below query, it is a bit urgent:

 

Let us say I have two objects X, Y and both are related(we are allowed to use Lookup/Master-detail relationship).
I have created an Approval Process on X. Is it possible to display some fields of Y also in the Approval Request Page Layout in any possible way?

 

Thanks in advance.

Best Answer chosen by Admin (Salesforce Developers) 
Sonam_SFDCSonam_SFDC

Aaah now I get the requirement. 

 

Yes, what you are trying to achieve is possible.

 

When you try to Edit the approval process page layout for Object X  - it only shows fields that are present in that object X and not the fields which are available on Object Y even if X and Y have a relationship  .

 

However, you can easily overcome this by creating a formula field on X and bring the value of the field from Object Y to X.

 

Following docs will give you more insight:

https://help.salesforce.com/HTViewHelpDoc?id=fields_creating_cross_object_advanced.htm&language=en_US

http://www.quora.com/Salesforce-com/How-do-i-get-the-parent-object-records-in-to-child-object-fields-in-salesforce-with-list-button

 

 

Hope this answers your question!

 

All Answers

Sonam_SFDCSonam_SFDC

Though it is possible to include fields from other objects if there is a relationship between two objects - In your specific case :

As per standard functionality, the Approval process page layout is not accessible for update through Setup.

 

You will have to achieve this through code.

 
JayaJayaJayaJaya

Hi Raju,

 

Thanks for your reply.  I am not clear on your answer. I only want to display other object's(say object Y) fields on the approval process page layout of object X and both X and Y are related objects. So, is this possible to display Y's fields on X's approval process page layout? If not possible, please let me know how to achieve it through coding?

 

Thanks in advance.
Sonam_SFDCSonam_SFDC

Aaah now I get the requirement. 

 

Yes, what you are trying to achieve is possible.

 

When you try to Edit the approval process page layout for Object X  - it only shows fields that are present in that object X and not the fields which are available on Object Y even if X and Y have a relationship  .

 

However, you can easily overcome this by creating a formula field on X and bring the value of the field from Object Y to X.

 

Following docs will give you more insight:

https://help.salesforce.com/HTViewHelpDoc?id=fields_creating_cross_object_advanced.htm&language=en_US

http://www.quora.com/Salesforce-com/How-do-i-get-the-parent-object-records-in-to-child-object-fields-in-salesforce-with-list-button

 

 

Hope this answers your question!

 

This was selected as the best answer
JayaJayaJayaJaya
Thanks Sonam for your response and it solved the problem. Sorry for delayed response.
Can you please clarify the following query as well: Say we have created an Approval process on object X. How to display an editable field(of Object X) in Approval Page Layout? I tried to include fields in Approval Page layout but they are getting displayed as readonly fields.


Thanks.