+ Start a Discussion

Multiple approval processes within same record

I have a case in which my users are working on a proposal which needs several different required documents to be attached to it. They would like to be able to have an approval process for each of the documents in order to review the individual document of the proposal when the document is attached. They don't want to have to wait until all of the documents have been attached and the proposal has been submitted as a whole. 

After they have updated one of the documents they will click a checkbox to show they've uploaded it. 

Ultimately, the proposal will be submitted as a whole and it will go through an approval process with that. The person approving the individual parts of the proposal may or may not be the same person who ends up approving the proposal when it is eventually submitted as a whole.

Is this possible ?
Rajiv Penagonda 12Rajiv Penagonda 12
Zoom_V, you need to design your datamodel accordingly for supporting multiple approvals. See if the below works for you:

1. Create a custom junction object called ProposalDocument__c to store the mapping between Proposal and document. Design an approval process on this custom object.
2. Everytime a user uploads a document, an entry is created in ProposalDocument__c and submitted for approval. This would ensure multiple documents are parallely reviewed.
3. Depending on your business requirement, once all documents are attached and approved, the Proposal record can be submitted for final approval.