How to query on ProcessInstanceHistory in salesforce?
How to query on ProcessInstanceHistory in salesforce?
We can query ProcessInstanceHistory by querying it in a nested soql query on the parent ProcessInstance object. The nested soql query references StepsAndWorkitems, which is the child relationship name for ProcessInstanceHistory in the ProcessInstance object.
What is ProcessInstance in Salesforce?
ProcessInstance object Represents an instance of an approval process. which is created every time when a record is submitted for approval. ProcessInstanceHistory object shows all steps and pending approval requests associated with a ProcessInstance.
Can we query approval process in Salesforce?
The definition is read-only. We can not modify the record created in ProcessDefinition Object. But we can describe, query, search and retrieve the approval processes information. The records are created when we create a new approval process using Salesforce user interface of Approval Process.
How do you find approval history in Salesforce?
Users must click the link to approve in the email received, navigate to the Approval (ProcessInstanceWorkItem), click the record, and view the Approval History related list on the record in order to see the Approval History.
How does approval process work in Salesforce?
An approval process automates how Salesforce records are approved in your org. In an approval process, you specify: The steps necessary for a record to be approved and who approves it at each step.
How does apex call approval process?
Step 1: Create a custom picklist called “Approval Step” with the following values on the opportunity object. Step 2: Create an Approval process on opportunity object that you want to submit through apex trigger.
How do you cover approval process in Test class?
# Approach 1. Ex: you have an approval process on an opportunity when the amount is greater than 500 the opportunity requires an approval. Create the opportunity test data as per the approval process criteria and query the process instance object data and use the assert methods to verify the values.
What is approval history related list in Salesforce?
Allows to add an approval history component to lightning pages. This is a custom Lightning Web Component that can be dragged into any lightning record page(For App pages use open source code).
How many approval steps Salesforce?
one approval steps
The approval process consists of one or more than one approval steps. Every approval step contains its criteria and approvers.
What are the main elements of Salesforce approval process?
Salesforce Approval Process
- Setup -> Create -> Workflow and Approval -> Approval Process.
- Select object for approval process to be written.
- Click on Create New Approval Process.
- Select Standard Setup Wizard from drop down.
- Enter the Process name, Unique Name and description for your process.
- Specify Entry criteria.
How do you trigger approval process in Salesforce?
Salesforce Approval Process
- Setup -> Create -> Workflow and Approval -> Approval Process.
- Select object for approval process to be written.
- Click on Create New Approval Process.
- Select Standard Setup Wizard from drop down.
- Enter the Process name, Unique Name and description for your process.
- Specify Entry criteria.
How does Salesforce approval process work?