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Pranav_VaidyaPranav_Vaidya 

Reassign the record to owner post approval and never lock record

Hi,

 

Our process is rather unique and I am trying to work out how to fit it in SalesForce approval processes.

 

Our app is about booking travel for our users and process is like below

 

Step I - Inputter submits to Manager A, Manager A approves/rejects, the trip record is assigned back to Inputter

 

Step II - Trip inputter gathers other details & submits to Manager B for approval, Manager B approves/rejects, trip record is locked

 

I designed a workflow for this which is decided on trip status. However I am not able to achieve the below

 

1. After approval by Manager A in step I the record is assigned to inputter but workflow process asks for approval by trip inputter. Essentially after Phase I is complte the inputter should see 'Submit for approval' button once again cause now they would be submitting to a different manager for final approval.

 

2. I don't want the record to be locked anytime until Step II is complete. In other words, record should be in edit mode until the final approval.

 

Any help is much appreciated.

 

Thanks.