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geordieLSgeordieLS 

Dynamic Approval Routing

Has anyone done dynamic approval routing based on a custom field on a record instead of using the User's approver? 

Ritesh AswaneyRitesh Aswaney

I remember reading something about this  - here's a link

http://wiki.developerforce.com/index.php/Force.com_Dynamic_Approval_Routing

 

Might be worth looking at this AppExchange App

http://appexchange.salesforce.com/listingDetail?listingId=a0330000005AIHmAAO
snodskov_secuniasnodskov_secunia

Hi,

 

We're also looking into having dynamic routing using one or more custom fields.

 

Did you find a solution to the problem?

 

Kind regards,

Søren Nødskov Hansen

 
geordieLSgeordieLS

I did actually.  I simply wrote a trigger to populate a field on the Opportunity with the user I wanted based on our logic.  I then used the Related User option for assigning the next approver on the Opportunity.  Does that help?
snodskov_secuniasnodskov_secunia

Hi,

 

Thanks for your reply.

 

I guess it does make sense but would it be possible to see parts of your code?

 

It would be a great help if I could see how you initiate the flow but even more interesting would be to see how you "intercept" the records to be approved and how you handle the routing.

 

Thanks.

 

Søren Nødskov Hansen