Salesforce approval or reject process is an automated process that enables your organization to approve or reject records that are going in your Salesforce Org or modified within Salesforce.
A combination of multiple steps, the approval process allows the user, queue, or public groups to approve or reject a record on each step. You can either approve or reject all the records of that object or a certain record that meets your criteria. Post-approval, rejection, recall, or first submission of a record, the process also specifies the next actions to take.
For instance, on an employee’s time-off request, Salesforce sends an approval request to the manager automatically.
Creating Custom Lightning Component for Mass Approval or Rejection
Let’s use lightning:dataTable to display all the records which are submitted for approval from various objects.
The first column of the data table contains the name of the record and is a Hyperlink which redirects to the Record detail page. We can approve or reject records from various objects in bulk in the Salesforce lightning component.
- Initially, all the records are fetched from Salesforce from all objects which are submitted for approval.
- After that, there exists a method that is used to process i.e., approve or reject selected records.
Steps to develop Lightning Component:
Step1: Create Lightning Component- “MassApprovalRejectionComponent.cmp”
Step2: Javascript Controller- “MassApprovalRejectionComponent.js”
Step3: Helper Class: “MassApprovalRejectionComponent.helper”
Step4: Create Custom Apex Controller- “MassApprovalRejectionController”
Conclusion:
Commonly used in publicly traded or highly regulated companies, this simple and multi-step approval process allows and automates the approval or rejection of anything virtual in the company. They have the potential to make sure that strong checks and balances on data and the decisions being made based on data are incorporated.
In simple terms, approval processes are a series of steps that control who can automatically or manually approve or reject the records at each step of the process.
Happy Coding! 🙂
