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marcobmarcob 

workflow for Portal users

Hi,

 

i'm very curious if it is possible to involve portal users in a workflow process. I can't select user with a 'Customer Portal Manager Custom' profile as an approval user, it seems a portal user is only allowed to make an initial request. Is there any way to have portal users approve requests, or cancel/withdraw an approval request? Maybe in apex?

 

Many thanks in advance!

 

Marco

Best Answer chosen by Admin (Salesforce Developers) 
sanjdevsanjdev

Hi,

 

Below details are taken from salesforce knowledge article.

 

Knowledge Article Number: 000004489 

 

Description

Customers looking to implement approvals in partner/customer portals have noticed that there is no formal documentation on this topic, explaining how to implement approvals in customer/partner portals.  At this time, the following is supported in customer / partner portals in terms of approval processes:

 

Customer Portal: Customer portal users can submit records for approval, but cannot be assigned as approvers on records submitted for approval.  Users can also view status of approval requests in the approval related list on record detail pages.

Partner Portal: Partner portal users can submit records for approval, but cannot directly be assigned as approvers on records submitted for approval.  Users can also view status of approval requests in the approval related list on record detail pages.




Resolution

In the Partner Portal, some customers have opted to work around the limitations mentioned by doing the following:

1. Creating a queue(s) for approval requests that need to be routed to portal users

2. Assigning portal users to the queue(s) created

3. Assigning approval requests to the queue(s) where your portal users are members. Once done, portal user can then approve the requests for records that reside in these queues.

Portal users will not be able to see pending requests in the "items to approve" section on the home page.  They either need to go into individual records and use the approval related list to approve requests. Alternatively, administrators with Visualforce experience can create a custom Visualforce component to show approval requests to portal users if approving from record detail pages is not feasible.

 

IMPORTANT NOTE: This workaround is not offically supported, and thus the full approval functionality that users have come to expect for standard Salesforce users will not be present (i.e. items to approve on home page cannot be displayed/used for portal users).  Also, this workaround DOES NOT apply to the Customer Portal users, and therefore cannot be used in Customer Portal implementations.

Customers who would like to see approvals built into the native partner/customer portals should visit the IdeaExchange, and promote this idea: 

http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000BrFYAA0

 

Mark it as resolved if it helps you.

Sanj

All Answers

sanjdevsanjdev

Hi,

 

Below details are taken from salesforce knowledge article.

 

Knowledge Article Number: 000004489 

 

Description

Customers looking to implement approvals in partner/customer portals have noticed that there is no formal documentation on this topic, explaining how to implement approvals in customer/partner portals.  At this time, the following is supported in customer / partner portals in terms of approval processes:

 

Customer Portal: Customer portal users can submit records for approval, but cannot be assigned as approvers on records submitted for approval.  Users can also view status of approval requests in the approval related list on record detail pages.

Partner Portal: Partner portal users can submit records for approval, but cannot directly be assigned as approvers on records submitted for approval.  Users can also view status of approval requests in the approval related list on record detail pages.




Resolution

In the Partner Portal, some customers have opted to work around the limitations mentioned by doing the following:

1. Creating a queue(s) for approval requests that need to be routed to portal users

2. Assigning portal users to the queue(s) created

3. Assigning approval requests to the queue(s) where your portal users are members. Once done, portal user can then approve the requests for records that reside in these queues.

Portal users will not be able to see pending requests in the "items to approve" section on the home page.  They either need to go into individual records and use the approval related list to approve requests. Alternatively, administrators with Visualforce experience can create a custom Visualforce component to show approval requests to portal users if approving from record detail pages is not feasible.

 

IMPORTANT NOTE: This workaround is not offically supported, and thus the full approval functionality that users have come to expect for standard Salesforce users will not be present (i.e. items to approve on home page cannot be displayed/used for portal users).  Also, this workaround DOES NOT apply to the Customer Portal users, and therefore cannot be used in Customer Portal implementations.

Customers who would like to see approvals built into the native partner/customer portals should visit the IdeaExchange, and promote this idea: 

http://success.salesforce.com/ideaView?c=09a30000000D9xtAAC&id=08730000000BrFYAA0

 

Mark it as resolved if it helps you.

Sanj

This was selected as the best answer
marcobmarcob

Hi Sanj,

 

thanks for your response, although i don't like it (would like to have the full approval features available), you've made things clear to me.  

 

So, thanks again, and i will vote on the idea of course!

 

C-u, Marco