Overview
Salesforce standard approval processes can be added to any Rootstock standard page.
- This is controlled by a setting on the Rootstock Menu record, and some minor setup, which is detailed in the document.
- Activating this standard Approval Process will add an ‘Approval History’ tab at the bottom of the Rootstock VisualForce page used to maintain records in the specific object, when in view mode.
- Clicking the Submit for Approval button will initiate the Approval Process, which is a standard Salesforce function, and can be set up as desired.
- Once the defined Approvals are completed the record will then be released for use.
Setup
The setup process is explained with the below Purchase Order Entry example:
The example in this document is on the Rootstock Purchase Order Entry process, where approval is required for submitting a Purchase Order to a Vendor.
- In this example, the PO Approval Process has an additional requirement to be activated on the PO Control record, and the Approval Process is at the PO Header (not PO Lines).
- For standard approvals on other Rootstock objects, this additional step is not required.
NOTE It is recommended that this process be completed by a System Administrator.
Processing
- Navigate to Purchasing > PO Control Record, open the Rootstock PO Control record and check the ‘Use Salesforce Approvals for POs’ checkbox.
IMPORTANT The above step is applicable for Purchase Orders only.
- To display the 'Approval History' section in the VisualForce page layout, follow the below steps:
- Navigation: System Setup > Site Map-Menu Bar
- Select the ‘ALL’ List View, then click on the ‘Header’ column to sort the records by Menu Header.
- Click on the ‘P’ shortcut link to get to the Header values beginning with ‘P’, and click the ‘Edit’ link for Purchase Order Entry.
- Check the ‘Approval Enabled’ checkbox and save the change.
- After the 'Approval Enabled' checkbox is checked, the Approval History section with the 'Submit for Approval' button will be displayed under the related list of the Purchase Order's VisualForce page.
- For the Approval Process to work, the user has to create an Approval Process and activate it. This is a standard Salesforce capability and is therefore not documented here, as Salesforce documentation should be sufficient for developing the desired Approval Process.
- Once the user has developed the desired Approval Process for the specified object (the Rootstock Purchase Order, in this example) open the desired record (the PO Entry record, in this example) in view mode, and click the ‘Submit for Approval’ button, then click ‘OK’ to the prompt, to initialize the Approval Process (Salesforce will prompt with a message to confirm that the user wants to submit for approval, this is normal).
- Depending on the complexity of the Approval Process, the user is prompted for additional input to complete the submission for the Approval Process.
EXAMPLE The approval might require setting who the ‘Next Approver’ is to be. As the Approval Process is completed the historical details appear in the Approval History related list now displayed on the Purchase Order page.
- Once the Approval Process is complete, the Purchase Order lock is released, and the Purchase Order can be advanced through the normal steps.
- As part of the Approval Process, the user wants to include a workflow that advances the PO Approval Status (which is optional) and the order status field.
- The PO Status field needs to be advanced to ‘4-Approved’, in order for the ‘Submit to Vendor’ button to appear on the page.
SEE ALSO
Purchase Order Overview
PO Control Record
