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imAkashGargimAkashGarg 

Approval Process on Idea object

Need to create approval process on standard Idea Object.

But in approval process wizard, Idea object is not showing.

How to implement in Ideas?

Sonam_SFDCSonam_SFDC

Don't think you can have an approval process on Ideas Object - http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_idea.htm

 

However, you can create a custom object and customize it to get as close to the Ideas object.

 

 

imAkashGargimAkashGarg

Thanks for the suggestion.

I need the Approval button on Ideas page. But if i am using a custom object for this, the approval button would come on that. Any option to manage the button on Idea to be governed by the button on custom object?

Sonam_SFDCSonam_SFDC

Akash,

 

Let me explain in little more detail - you have two options here:

 

1)On the Idea Object - create a Visualforce page - write code for the custom button and use the Idea and Process Instance Object(for approval: http://www.salesforce.com/us/developer/docs/api/Content/sforce_api_objects_processinstance.htm) and create your own custom Approval process.

 

2)Create a custom object to REPLACE the Idea Object and then treat records in this custom object as Ideas and use the out of box Approval process for this custom object.

 

Hope this helps!

imAkashGargimAkashGarg
Thanks a lot.
I will use the mix of both approaches.
As the standard Idea object has tab view(which is required in our case), so Standard Idea Object is needed. Also, the custom object (which will have the same values as of Ideas) wiil have the approval Process on it.
And we can the lock the Idea record when the custom object is sent for approval.
Will it be a right approach?
Sonam_SFDCSonam_SFDC

Hey Akash,

 

Yes you can do this - its just that you will have to write a trigger again on IDEA object to lock the record depending on the custom object record approval submission.

 

Read more on how you can lock the record:

http://sivatejaforce.wordpress.com/2011/02/04/how-to-lock-a-record/