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diya kor Approval process on objects with Lookup relationship
My requirement is to create a approval process.
Object 1 has field :quantity .
If quantity is greater than certain number it needs to go for approval.
Once approved it should autopopulate the approved date field and the name of the person who approved it in object 2.
object 1 and object 2 have lookup relationship
Heres what I did .
1. I went to approvals and created a approval criteria for quantity and did the Email Alert for Initial submission actions in approval process.
2. I created a workflow rule for update on Object2
workflow action1 : Field to update : Date of approval
Formula value : Today()
workflow action2: Field to Update : Approved by
Formula value : $User.Username
3.I go back to approval process-> approval steps->approval actions->Add existing..
I cant find field updates that i need to create because i created them in object 2 as object 1 and object have lookup relationship
How can I solve this problem. Any help is appreciated.
Object 1 has field :quantity .
If quantity is greater than certain number it needs to go for approval.
Once approved it should autopopulate the approved date field and the name of the person who approved it in object 2.
object 1 and object 2 have lookup relationship
Heres what I did .
1. I went to approvals and created a approval criteria for quantity and did the Email Alert for Initial submission actions in approval process.
2. I created a workflow rule for update on Object2
workflow action1 : Field to update : Date of approval
Formula value : Today()
workflow action2: Field to Update : Approved by
Formula value : $User.Username
3.I go back to approval process-> approval steps->approval actions->Add existing..
I cant find field updates that i need to create because i created them in object 2 as object 1 and object have lookup relationship
How can I solve this problem. Any help is appreciated.
Approval processes cannot perform a cross-object field update. One option to get the approver's name stored in a custom field on the child object and use an apex trigger to populate this value to the parent record. Even a workflow which does a cross-object field update cannot be used as this is a limiation of field updates in Salesforce.