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!