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Deepak PansariDeepak Pansari 

Help needed for Approval process with hierarchy.

Hi,

 

I want tocreate an approval process for the case object based upon Amount and have hierarchyfields ( Manager , Director, Product manager ) in User

 

Now I wantApproval process like

1. ifamount < 1000   = approval – Manager

2. Amount> 1000     =  approval – Director

3. Amount  = 10000   =  approval – Product Manger

 

I am unableto created approval process for this scenario as for #2 and #3 there is nooption like (Director and Product manger)

 

Please letme know if any one has any idea.

--Deep 

shillyershillyer

Did you create those roles? Once you create those roles, you should be able to select them when building your Approval Process.

 

Hope that helps,

Sati

Deepak PansariDeepak Pansari

Hi Sati,

 

I have created roles but still i am not able to find option where i can set this approval levels.

 

I got below options but not for director or PM

 

Let the submitter choose the approver manually.
Automatically assign using the user field selected earlier. (Manager) 
Automatically assign to queue. Automatically assign to queue. Lookup (New Window)

Automatically assign to approver(s).   

 

Let me know if you have any idea.

 

--deep 
veerusfdcveerusfdc

me to also so much struggling for this concept i find solution send to me
klaus.tulipanklaus.tulipan
the solution is to approve along the manager's hierarchy. In a first approval step, the record is to be approved by the manager. Instead of letting the process end, the record is fed into a second step, where it is again forwarded to the manager (= the manager's manager). see http://www.cloudprofessionals.biz/salesforce-advanced-approvals-auto-approvals-and-approval-by-managers-manager/ for details.