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chriscwharris
Approval security
I have a custom object with an approval process attached. The approval process is a single step, one user approval and at each sep the process updates the "status" field on the custom object.
The problem is tha approver is just another user in Salesforce, not the manager of the document being approved or in the hierarchy above them necessarily. I have managed to get the approval to submit by adding a new custom field to the "user" object to store the approver name. However when the approver tries to approve it fails because they clearly don't have access to change the status on the original record.
Am I right in thinking that salesforce doesn't give the approver access to the record being approved? If not, how can I automate the giving of access to the approver at the time of submission for approval and retract the access once approved?
Thanks
The problem is tha approver is just another user in Salesforce, not the manager of the document being approved or in the hierarchy above them necessarily. I have managed to get the approval to submit by adding a new custom field to the "user" object to store the approver name. However when the approver tries to approve it fails because they clearly don't have access to change the status on the original record.
Am I right in thinking that salesforce doesn't give the approver access to the record being approved? If not, how can I automate the giving of access to the approver at the time of submission for approval and retract the access once approved?
Thanks
edit the Final Approval Actions to 'Unlock the record for editing' may be this would help