+ Start a Discussion
Soundar Raj PonpandiSoundar Raj Ponpandi 

approval Process - Assign Approver from a current Record

Hi,

I am writting a approval process, i would like to assign a approver from a sales Rep (User Lookup) of currecnt record.

In a standard process, it's a way to choose while create a approval process. But in my scenario i want to assign to record's sales Rep (User). 

Do i need to create any apex class ? Else can i achieve it from a standard way.

Regards,
Soundar.
Best Answer chosen by Soundar Raj Ponpandi
Abhishek BansalAbhishek Bansal
Hi Soundar,

You can achieve this with the standard approval process UI. Please follow the below steps:
  1. Go to your approval process.
  2. Now in the Approval Steps section you will see a Edit button
  3. Edit and go to the third step
  4. Select Automatically assign to approver(s).
  5. In the drop down select Related User.
  6. Now you will see the field that is lookup of the user.
  7. Select that field and Save.
User-added image

Let me know if this works for you or if you need any other help.

Thanks,
Abhishek Bansal.