0

The approval process on parent object should check number of child records and greatest of discount percentage on them, I could create roll up summary fields but our org has exhausted limits. The criteria is to send opportunity for approval when more than one reservation is of specific type and greatest of discount % is More than 50%. Opportunity is parent , reservation is child (type and discount% are its fields) Any help is appreciated.

  • What you tried so far? – itzmukeshy7 Apr 14 '16 at 4:31
1

I would try to have a shot at Process Builder (Setup > Create > Workflows & Approvals > Process Builder.

You could create a process flow on Opportunity Product based on your condition "discount > 50%". Then you can actually update a field in your parent object, in this case opportunity. This field could be a simple checkbox such as "Approval Required".

Screenshot: criteria on opportunity product enter image description here

Screenshot: field update on parent object enter image description here

Then in your approval process on opportunity, the criteria will just check if the new checkbox is true.

Potentially you could then have another process flow on opportunity when this new flag/checkbox is set to true, add a submit for approval action which is something you can do with process builder and not with workflow.

Process builder is quite powerful compare to simple workflows

Good luck!

  • @itzmukeshy7 I have tried using process builder too, i used InvocableMethod to perform all the logic and submit record for approval, but They want the user to manually submit opportunity for approval. – FromShafi Apr 14 '16 at 17:18
  • Yeah just keep the first part of my solution. The auto-submit is for another process builder.Your flag is set to true and the user submit for approval manually. It will work 100%. – Cloud Ninja Apr 17 '16 at 22:34

Your Answer

By clicking “Post Your Answer”, you agree to our terms of service, privacy policy and cookie policy

Not the answer you're looking for? Browse other questions tagged or ask your own question.