- \n
- Automatically submit the record for approval on the basis of field value.<\/li>\n
- Automatically select the next Approver.<\/li>\n
- Approve \/ Reject the record on the basis of field.<\/li>\n<\/ol>\n
Assumptions:<\/strong><\/p>\n
- \n
- Opportunity Object is used.<\/li>\n
- Approval Process is already set on the Opportunity.<\/li>\n
- Field “Next_Approver”\u009d will decide that who is going to approve the record.<\/li>\n
- There are three steps in the approval process.<\/li>\n
- There is no test class written and no check for mandatory fields needed for the trigger, as I have considered positive scenarios only.<\/li>\n<\/ul>\n
Important URLS:<\/strong><\/p>\n
API of Approval Process classes:<\/p>\n
- \n
- Apex process<\/a><\/li>\n
- Apex ProcessRequest<\/a><\/li>\n
- Apex_ProcessResult<\/a><\/li>\n
- Apex_ProcessSubmitRequest<\/a><\/li>\n
- Apex_ProcessWorkitemRequest<\/a><\/li>\n<\/ol>\n
Steps of Standard approval process defined:<\/strong><\/p>\n
![\"Approval](\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2012\/03\/Approval-Process-Steps.png?resize=545%2C109&ssl=1\" "\\"Approval")
<\/a>Approval Process Steps<\/figcaption><\/figure>\n <\/p>\n
To achieve this, I am going to create the trigger named “AutomateApprove”\u009d.<\/p>\n
Automatically submit the approval process using trigger \u2013 Apex:<\/strong><\/p>\n
Below method is used to automatically submit the approval process using trigger.<\/p>\n
\r\npublic void submitForApproval(Opportunity opp)\r\n {\r\n \/\/ Create an approval request for the Opportunity\r\n Approval.ProcessSubmitRequest req1 = new Approval.ProcessSubmitRequest();\r\n req1.setComments('Submitting request for approval automatically using Trigger');\r\n req1.setObjectId(opp.id);\r\n req1.setNextApproverIds(new Id[] {opp.Next_Approver__c});\r\n\r\n \/\/ Submit the approval request for the Opportunity\r\n Approval.ProcessResult result = Approval.process(req1);\r\n\r\n }\r\n<\/pre>\nClass “ProcessSubmitRequest<\/a>“\u009d is used to automatically submit the approval process. We need to set following items while submitting the approval process using trigger:<\/p>\n
- \n
- Comment<\/li>\n
- TargetObjectId<\/li>\n
- NextApproverIds \u2013 if needed. Here Custom logic can be written to dynamically set approver for approval process. In this case I am using the custom field present on the Opportunity.<\/li>\n<\/ul>\n
Automatically approve the approval process using trigger \u2013 Apex:<\/strong><\/p>\n
Below method is used to automatically approve the approval process using trigger.<\/p>\n
\r\n\/*\r\n * This method will Approve the opportunity\r\n *\/\r\n public void approveRecord(Opportunity opp)\r\n {\r\n Approval.ProcessWorkitemRequest req = new Approval.ProcessWorkitemRequest();\r\n req.setComments('Approving request using Trigger');\r\n req.setAction('Approve');\r\n req.setNextApproverIds(new Id[] {opp.Next_Approver__c});\r\n Id workItemId = getWorkItemId(opp.id); \r\n\r\n if(workItemId == null)\r\n {\r\n opp.addError('Error Occured in Trigger');\r\n }\r\n else\r\n {\r\n req.setWorkitemId(workItemId);\r\n \/\/ Submit the request for approval\r\n Approval.ProcessResult result = Approval.process(req);\r\n }\r\n }\r\n<\/pre>\nClass “ProcessWorkitemRequest<\/a>“\u009d is used to automatically approve the approval process. We need to set following items while submitting the approval process using trigger:<\/p>\n
- \n
- Comment<\/li>\n
- TargetObjectId<\/li>\n
- NextApproverIds \u2013 if needed<\/li>\n
- WorkItemId \u2013 Custom code required to get this<\/li>\n<\/ul>\n
Get the WorkItemId for the pending approval process of the Object:<\/strong>
\nThis is the tricky part, if the Submission and approval of the record is done in single code block then it’s very easy to get the WorkItemId of the needed process.<\/p>\nHere the standard code snap provided:<\/strong><\/p>\n
After Submission the approval process using Apex we get the object of class “ProcessResult<\/a>“\u009d.<\/p>\n
\r\nApproval.ProcessResult result = Approval.process(req1);\r\n<\/pre>\n
And from the class we can get workitemid as :<\/p>\n
\r\nList<Id> newWorkItemIds = result.getNewWorkitemIds();\r\n<\/pre>\n
And set the id like:<\/p>\n
\r\nreq2.setWorkitemId(newWorkItemIds.get(0));\r\n<\/pre>\n
Other method to get the “WorkItemId”\u009d :<\/strong>
\nThe above code was not usable in our scenario as the submission and approval or rejection was done at different level. So I have created following utility method to get the WorkitemId of the supplied Object’s id. Here I have considered that only one workitem will present.<\/p>\n\r\npublic Id getWorkItemId(Id targetObjectId)\r\n {\r\n Id retVal = null;\r\n\r\n for(ProcessInstanceWorkitem workItem : [Select p.Id from ProcessInstanceWorkitem p\r\n where p.ProcessInstance.TargetObjectId =: targetObjectId])\r\n {\r\n retVal = workItem.Id;\r\n }\r\n\r\n return retVal;\r\n }\r\n<\/pre>\nAs you can see, we need to query the object “ProcessInstanceWorkitem<\/strong>“\u009d to get workitemId of the object.<\/p>\n
Automatically reject the approval process using trigger \u2013 Apex:<\/strong>
\nFollowing code is used to reject the approval process using code.<\/p>\n\r\npublic void rejectRecord(Opportunity opp)\r\n {\r\n Approval.ProcessWorkitemRequest req = new Approval.ProcessWorkitemRequest();\r\n req.setComments('Rejected request using Trigger');\r\n req.setAction('Reject');\r\n \/\/req.setNextApproverIds(new Id[] {UserInfo.getUserId()});\r\n Id workItemId = getWorkItemId(opp.id); \r\n\r\n if(workItemId == null)\r\n {\r\n opp.addError('Error Occured in Trigger');\r\n }\r\n else\r\n {\r\n req.setWorkitemId(workItemId);\r\n \/\/ Submit the request for approval\r\n Approval.ProcessResult result = Approval.process(req);\r\n }\r\n }\r\n<\/pre>\n
- Apex ProcessRequest<\/a><\/li>\n
- Apex process<\/a><\/li>\n
![\"Approval](\"https:\/\/i0.wp.com\/jitendrazaa.com\/blog\/wp-content\/uploads\/2012\/03\/Approval-Process-Log-After-Execution-1024x215.png?resize=655%2C138&ssl=1\" "\\"Approval")
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