1

I have a scenario where the user has submitted record for approval and record got locked. In the mid of the approval, another user edits the record. In this case users need to re submit the record for approval.

How can I achieve this?

In the approval process, on each step I am changing the 'Status' Field in the record. I am resetting the 'Status' to pending on record edit. in this case, 'Submit for approval' button is not visible in the record.

Please advise.

Additional Info:

we have 4 step approval process.

  • User submits the record for approval.
  • Approver 01, approves the record and it goes to approvar 02.
  • Meanwhile submitter edits the record. for example: changed the Amount field.
  • The record should be resubmitted for approval. it should go to the all the approval steps again.

I hope it will help.

Other option i found is Submitter can recall the approval and edit the record, then he can resubmit for the approval. but is there any automated way of doing this?

  • Who exactly has to re submit the record the second time after edit and to who ? to next approver? – Cloud Ninja Sep 13 '13 at 7:42
  • What do you mean by 'in the mid of approval'? Would not the record be still locked, if its not approved? Please explain! – subodhbahl Sep 13 '13 at 22:33
  • - User submits the record for approval – gold Sep 16 '13 at 2:43
1

I think what you want is :

1) Submitter1 edit and submit the record to Approver1

2.1) Approver1 review/edit record and then must Approve --> the record is going to Approver2. Your record will still be in "Pending" for Approver2

2.2) Approver1 reject --> go to final reject actions, unlock records and Submitter1 will have to submit again

3.1) Approver2 approves --> your record is now approved, do whatever you want (field update, email alert)

3.2) Approver2 rejects --> you have 2 options here, go back to step1(=Approver1) OR go to final reject actions. In final reject actions you can unlock your record(+ field updates), so the oirignal submitter can edit and submit again.

Of course in your approval process setting, you must to enable "System Admin AND approver can edit records"

I hope that can help

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.