Hey. There’s a set of documentation that tells you how to set up advanced approvals. It takes a while to do and lots of copy/paste code and documentation back and forth action between the docs and your org. Good news! We made an installer! 🙂 Happy approving!
MUST DO!
After installing the above, make sure to do the below steps!
- Update email address in the email service to your admin email address!
- Connect the email service to Advanced Approvals.
- From the Email Service: Approval Services page, go to your new address and copy the value in the Email Address field.
- From Setup, enter Installed Packages, and then select Installed Packages.
- Find the Advanced Approvals package and click Configure.
- Paste the email address into the Inbound Approval Email (Long) field, then save your changes.
Great Blog!
I set up AA and have my approval rules set up. Biz ops has asked if there is a way for AA to send to different approval chains based on sales territory. We use ‘user’ for the current approvals. So, when a user creates a quote which requires AA, it goes to his/her management chain- manager and manager’s manager. Sometimes a User will add groups to the Quote because some of what is being sold is for a different territory and it needs to be identified on the quote for commission purposes.
Presently, if a quote has groups on it the AA only goes to the user’s management stream even though the discount could be on a group for a different sa;es territory. Is there a way to send AA to the management chain based on the territory in the group without writing a rule for each of the territories?
Thanks,
Jack
Hey Jack!
Thanks for the comment! The short answer is yes!
There are many ways to do this but I’d put a lookup to a user on the quote, called “Approver”. Then fill it in with a price rule based on region. Then use that field as the approver in your rule.
Let me know if this works!
DP
Ps. You can also set this up as a formula field. And your formula can reference custom labels so maintenance is easy. 👍🏻
Love your blog and was really really excited when I found this!
I am getting this error when I try to install the package in my sandbox:
“Approval Services: An Apex Class must be specified when creating an Email Service.”
Would you be able to upload a new package without this email service included, as that one just takes a minute to set up? Hoping it will work after that!
Gaaaaah not good! I can definitely do that but I will look into creating a class for it that’s generic and updatable. The intent here was to have as much of the config as possible in an installer. 👍🏻
I got everything set up, and for individual users it’s working as expected. But when the approval is assigned to a Group and not an individual, the email approval does not work. Is this something that can be done?
Unfortunately, email approval does not work with groups.