(via zachelrath on github.com/skuidify) “HIGH PRIORITY. If a record is Locked by an Approval Process, we should show this in Skuid. We can check this by querying the ProcessInstance table where TargetObjectId = objectBeingEditedInSkuid. If an Approval Process is defined for a given Object, a “Submit for Approval” button should be able to be added to that Object. This should kick off an Approval process in Apex. We can dynamically instantiate Approval processes in Apex, I believe, because ApprovalProcesses are interfaces in Apex.”
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For now, here’s what to do to include Submit for approval buttons & approval history in your Skuid pages.
+1
I want to recreate the Recall Approval Request button in Skuid. I know how the link should be set up, but I can’t get the Id of the ApprovalProcessItem to render in the URL because the button is on a page title block that has Opportunity selected as the model. Transversely, I tried a page title with ApprovalProcessItem as the model and I can’t pull the Opportunity Id (aka TargetObjectId).
We don’t want to expose standard salesforce anything, so are building our own custom object for Approval. Is there any way to ‘lock’ a record outside of the standard Approval Process?
oops - here’s the answer: https://community.skuid.com/t/unable-to-lock-the-record-while-record-is-send-for-approval…
Jack,
Wanted to post a quick update to your question on locking records. It looks like, as of Salesforce’s Winter '16 release, you can lock or unlock a record via Apex. This would require calling Apex from Skuid by an Apex invocable method (using the Skuid “Run custom Apex action” action) or JS remote action.
https://releasenotes.docs.salesforce.com/en-us/winter16/release-notes/rn_apex_approval_locks_unlocks…
Hope that helps!
Emily
I’d like to see some drag and drop support for approvals, please. This is a barrier for entry right now!
In the Millau release, we added Data Source Actions to the Salesforce Data Source Type that allow you to perform all of the following actions:
Submit for Approval: Submits a Salesforce record for approval.
Approve: Approves a submitted record.
Reject: Rejects a record that has been submitted for approval.
Recall: Recalls a record that has been submitted for approval.
Unlock: Unlocks a record for editing after the record has been submitted for approval.
For more information, see the docs.
https://docs.skuid.com/latest/en/data/salesforce/#approval-process-actions
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