Can you report on approval history in Salesforce?

Can you report on approval history in Salesforce?

If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress approval processes and their individual steps …

How do I query approval history in Salesforce?

To Query Approval Salesforce/Remedyforce History open the Developer Console and run the following query:

1. Click your username | Select Developer Console.
2. Paste the following query in the query pane | Click Execute.
3. The StepsAndWorkitems field will display the contents of the approval.

What is approval history related list in Salesforce?

Allows to add an approval history component to lightning pages. This is a custom Lightning Web Component that can be dragged into any lightning record page(For App pages use open source code). It gives the user flexibility on where to display the approval process, instead of only showing it under related lists.

How do I see approval process in Salesforce?

Test Your Approval Process

1. Using the App Launcher, navigate to the Travel App and click the Travel Approvals tab..
2. Select a record from the list.
3. Click the down arrow next to the New Opportunity button and select Submit for Approval..
4. Enter a comment and click Submit.

What is approval process in Salesforce?

An approval process automates how Salesforce records are approved in your org. For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager. The actions to take based on what happens during the approval process.

What is ProcessInstance in Salesforce?

ProcessInstance object Represents an instance of an approval process. which is created every time when a record is submitted for approval. ProcessInstanceHistory object shows all steps and pending approval requests associated with a ProcessInstance.

Can we query approval process in Salesforce?

But we can describe, query, search and retrieve the approval processes information. The records are created when we create a new approval process using Salesforce user interface of Approval Process.

What is approval history related list?

The Approval History related list lets users submit approval requests and track a record’s progress through an approval process from the record detail page. Consider adding the Items To Approve related list to your custom home page layouts.

What is approval processes in Salesforce?

An approval process automates how Salesforce records are approved in your org. In an approval process, you specify: The steps necessary for a record to be approved and who approves it at each step.

How does apex call approval process?

Step 2: Create an Approval process on opportunity object that you want to submit through apex trigger. Step 5: Edit you opportunity record, fill data according to your approval process entry criteria and then choose “Submit” option in “Approval Step” picklist and save the opportunity record….Total Pageviews.

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Approval Process in Salesforce are the automated process where every organization uses to approve records. In Salesforce Approval process there are number of steps involved to approve a record in that object or the one records which satisfies the rule criteria.

What is a Salesforce report?

Salesforce Reports are used to generated data and display the data in the form of Rows and Columns with rule criteria. Every reports in Salesforce is stored in Folders.

What is the history of Salesforce?

History of salesforce.com, Inc. He attended the University of Southern California, where he earned a degree in business administration while working as a programmer and salesman for Apple Computer . After college, he joined Oracle Corp., a leading developer of business software led by industry dignitary Larry Ellison .