Approval Process Reporting

GRRRRRR!!!! Which Approval Process was it?

GRRRRRR!!!! Which Approval Process was it?

Which Approval Process was it?

In a Global SFDC org with over 3000+ users, sometimes you just can’t avoid having many active approval processes on the same object,  no matter how clever you are with entry criteria. Using front-end tools, it’s always difficult to identify just which approval process was used, and when you have lots, it can become a nightmare from a support perspective. Checking the entry criteria for each process isn’t always an appealing proposition.

Recently, I’ve been discussing this with a colleague, and investigating ways to troubleshoot approval process related issues, and have come up with a solution that will satisfy our needs, until we overhaul our whole approval process approach, for this specific object.

Warning: This is not really a scale-able option, as it uses ‘hard-coded’ ‘text’ values within a field update, within each approval process, and therefore a nightmare to update, although not too complex.

Step 1: Add a new field to the required Object, call it ‘Approval Process Name’ or something similar.

Step 2: In the ‘initial submission step’ of each approval process, create a field update to this new field. Update this field using a formula, which should simply be the name of the approval process, in quotes, e.g. “EMEA Finance”. (You’ll need to copy and paste the approval process name into each field update, as you can’t obtain is using the point-and-click options as far as i’m aware).

That’s it. Using this approach ends up creating lots of ‘Field Updates’, so not very good if you don’t like long lists, but it should definitely help identify which approval processes are being used, or more importantly not being used, simply by running object reports. In my world, I’m hoping it will allow our 1st line support the ability to quickly identify issues, before escalating to 2nd line support.

Let me know what you think, or if you have something a little more easier to implement and keep updated, would love to hear from you. Thanks!

Tagged , , , , ,

3 thoughts on “ Approval Process Reporting

  1. Thanks for nice article… However what if same record goes to multiple approval process.. ? Isn’t its great if we append all approval process name in comma separated something like that…

    • Mitz says:

      If you really needed to troubleshoot that far, you could certainly do that – or even have a picklist with the process names populated, which would allow you to track field history for multiple approval processes…..

go on... say something...

Fill in your details below or click an icon to log in: Logo

You are commenting using your account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s

Salesforce tips and tricks

A one stop shop for Salesforce tips and tricks


Polyglot developer in the cloud

Tquila Team

Live Social, Work Social


Got my toes in the water, Head in the CLOUD

Custom Flight Cases

Specialists In Providing The Best Flight Case Protection!

Automation Champion

Automating Salesforce One Click at a Time

30 days of yoga... 1 day at a time

addicted to self improvement

Wrestling Yoga

Trials and Triumphs of Bikram Yoga

GoToAssist Blog

Manage the work, not the software.


Fresh hacks every day

it's only the beginning...

dabblings in the ever growing fields of public and digital history

Carol Code and Vogue

A little bit of everything and some code

Don Charisma

because anything is possible with Charisma

Matryoshka Dolls

Web Dev: Tips & Tricks From Learning On The Job

SutoCom Solutions

Success & Satisfaction with the Cloud

Tquila Team

Live Social, Work Social

%d bloggers like this: