How to add a user to a running approval process?

Question

Imagine 1000 Contacts x are in Approval Process z. How would I then add a user 'Ryan' to the existing approval processes to help the approver 'Carla' finish all these?

Any help greatly appreciated!

Answer 1

Seems its SFDC Limitation. You can not add user to approval process.

Limitations There is a limit of 30 steps.

1. There is a limit of 25 approvers per step.

2. You can't create outbound messages for approval processes on junction objects.

3. After an approval process is activated, you can't add, delete, or change the order of the steps or change reject or skip behavior for that process, even if you make the process inactive.

Answer 2

You cannot add a new step to an existing approval process until you deactivate it and clone to add a new step. But you can always add new approvers to an existing step in the active approval process.

Just click on Edit and follow the steps. In Step 3 you click on "Add Row" to add new users as Approvers.

Hope this helps.

Answer 3

You can add Ryan as the delegated approver on Carla's user record. Then run the following code for mass approval of requests (Not a full working code)

    List<ProcessInstanceWorkItem> workItemList = [Select p.ProcessInstance.Status,
p.ProcessInstance.TargetObjectId,p.ProcessInstanceId,p.OriginalActorId,p.Id,p.ActorId
From ProcessInstanceWorkitem p where p.ProcessInstance.TargetObjectId = :  "Carla's id"];

    for(ProcessInstanceWorkItem item: workItemList){
       item.ActorId  = 'Ryan's Id';
     }
    update workItemList;