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How do I report an approval process in Salesforce?
Currently the only way to report on Approvals is to use the standard reports: My Delegated Approval Requests or Pending Customer Approval. There is no way to report on Approvals and pull in additional information from the Related Object (object the approval was created for).
How do I see approved expenses in concur?
To access your approved reports in Concur, you’ll need to navigate to Manage Expenses > Report Library > View > All Expenses. Please see below for a step by step view of this process. Any expense screenshots should include the final amount and show that the expense is in approved status.
How to create approval history report with object fields?
Scenario 6: Opportunity is Recalled and User Submits Again New record will be inserted with the following information Approval History Start Date/Time – Time opportunity was submitted for approval Approver – user selected as approver From Approval Status = Recalled To Approval Status = Submitted
How are approval process objects created in Salesforce?
The records are created when we create a new approval process using Salesforce user interface of Approval Process. Represents the Process Steps created for particular approval process (ProcessDefinition). This object is used to read the description of process step. In simple words ProcessNode records describes a step in a process definition.
How to create a child approval history report?
Potential Solution: Add a custom object called “Approval History Reporting” to be a child object of opportunities through a master detail relationship. Add the following fields to the custom object: Age = formula field to calculate Approval History End – Approval History Start, show number in hours
How to create an expense report approval process?
Use this example to create a two-step expense report approval process for all employees in your headquarters office. It specifies that expenses less than $50 are automatically approved, expenses $50 and over require manager approval, and expenses over $5,000 require additional approval from two VPs.