MICRO PROJECT Simple Approval Process + Auto Submit For Approval via a Process Builder
MICRO PROJECT ::
Business Use-Case :: All Projects should be auto-submitted for Approval.
Projects with Expected Revenue greater than USD50K should be approved by Manager while others will get auto-approved.
upquotient.com, a career transformer and an amplification company, also does consulting and implementation work which they maintain in a custom object called "Projects". The company wanted to build a solution to auto-submit every Project for approval. The projects with Expected Revenue greater than USD50000 should be explicitly approved by the Project Owner's Manager while others get auto-approved.
Few of the Key Project Fields are listed below ::
Expected Revenue - Currency, Project Admin fills it up with the Expected Revenue from the Project.
Approval Status - Picklist, A Global Picklist Value Set, Read Only on the Page layout.
Start Delivery - Checkbox, Billing can only start if this is checked. This can only be checked if Project is Approved.
Set-Up ::
1. Create a Custom Object "Project" (Fields :: Activity (Analysis, Functional Design, Technical Design, Solution Design), Expected Revenue, Start Date, End Date, Approval Status, Start Delivery, AccountId)
2. Create a Custom Field "Expected Revenue" of Type Currency. (As per the Org Policy, the Proj Admin has to key-in the Expected Revenue)
3. Create a Global Picklist Value Set with values (Pending, Approved, Rejected) (To show the Status of the Approval, this cannot be updated by the User, RO)
4. Create a Validation Rule preventing kick-starting delivery ("Start Delivery" checkbox Field) until Approval Status is set to "Approved"
AND(
NOT (ISPICKVAL( Approval_Status__c, "Approved" )),
Start_Delivery__c = TRUE
)
5. Manager Set-up (Users :: Shibu Kalidhasan (Sys Admin, acts as Manager of Jack Sparrow), Jack Sparrow (Proj Admin))
6. Enable CRED on Project Object for the Profile "Custom: Sales Profile" (Jack Sparrow is associated with this Profile)
7. Edit Home Page and add "Items to Approve" component
8. Create an Approval Process (Use Standard Setup Wizard)
9. Edit Project Page layout to customize "Salesforce Mobile and Lightning Experience Actions" area to allow "Submit For Approval" to show-up in LEX
10. Process Builder - To Auto Submit the Approval Process
TROUBLE SHOOT (ERROR) - No applicable approval process was found
Check
The Entry Criteria, then
The initial submitter