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jenny jade Approval on Accounts
Please provide a solution to my project.
I have to build an Account Approval Process. which should work as below
Case #1
Users share same manager
'Account Owner' field is changed from Ben to Mike
and Ben and Mike work under same manager it should goto just that manger(x)
Case #2
Users do not share same manager
'Account Owner' field is changed from Ben to Julie
Ben and Julie dont work under same manger then it should route to Ben's Manger(x) and to Julie's Manager(y) and also to sys admins
........
How should I compare user's manger? and if they do not work under same manager how should I send approval two manager +sys admis.Please say something which is possible with configuration .
I have to build an Account Approval Process. which should work as below
Case #1
Users share same manager
'Account Owner' field is changed from Ben to Mike
and Ben and Mike work under same manager it should goto just that manger(x)
Case #2
Users do not share same manager
'Account Owner' field is changed from Ben to Julie
Ben and Julie dont work under same manger then it should route to Ben's Manger(x) and to Julie's Manager(y) and also to sys admins
........
How should I compare user's manger? and if they do not work under same manager how should I send approval two manager +sys admis.Please say something which is possible with configuration .
Manager_for_approval__c
and put the value of the user's manager with a WorkFlow Rule. Then use the field in your approval, so it can dynamically change with the user.
I am not able to figure out how can I make use of fields in Approval.