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Question

Approval process approve/reject buttons and mass actions?

  • July 10, 2024
  • 1 reply
  • 68 views

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The standard UI buttons & links for formal approval processes leave a lot to be desired, particularly the inability to control where they appear. I have a client that wants to do many different kinds of approvals, so we’d rather have some nicer custom pages for that. (Crossing fingers that I don’t need to write apex functions or lots of javascript for this…)

I see several posts here about how to submit something for approval, but what is the recommended Skuid method for approving/rejecting records? What about mass approving a list of records?

1 reply

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I think Invocable Methods are the way to go. We’re working on that now, will post back if we get it working. You should be able to do a single record or choose records from a table that way.