Can you report on approval history Salesforce?

Can you report on approval history Salesforce?

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 delete my approval history?

Delete approval history from Power Automate

1. Sign into PowerApps.
2. Select Data, and then select Tables.
3. Select the ellipsis (…) for the Flow Approval table, and then open the data in Microsoft Excel.
4. In Microsoft Excel, search, filter, and then delete approval data as required.

How do you remove approvals from a team?

Cancel an approval request From the Sent tab, you can choose to cancel an approval that is still in progress. To do so, select the approval you want to cancel and then select the Cancel approval option. You can only cancel approvals that are in progress.

How do I turn off approval in Salesforce?

Disable standard email notifications for the Approval Process

1. Go to Setup | Manage Users | Users.
2. Select any user, then click Edit button.
3. Under ‘Receive Approval Request Emails’ field, select “Never”
4. Save.

How do I report an approval request in Salesforce?

Navigate to Reports tab | Click on New Report button | Under Administrative Reports folder select “Approval Process Instances” | click on Create button. b. Above step will create unsaved report showing list of columns from Process Instance object which can be selected as per the requirement.

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 to view the history of your approvals?

When you select one of rows, you’ll be given more details about that approval, such as the comments that were included in the approval response, and the exact time it was requested. Now, you have a full record of everything happened with the approval requests that you’ve sent in your organization.

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 do I Capture approval history in SharePoint?

The solution essentially boils down to the following steps: Add a new Multiple lines of text column to your list to store “Approval History”. Update your approval workflow to capture the Task ID for each task action that you are assigning (see “Store task IDs in” field in screenshot below).