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Fields Available for Classic Approval Process History Reports
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress classic approval processes and their individual steps.
Required Editions
| Available in: Salesforce Classic (not available in all orgs) and Lightning Experience |
| Available in: Essentials, Group (View Only), Essentials, Professional, Enterprise, Performance, Unlimited, and Developer Editions |
| Available in: Enhanced Folder Sharing and Legacy Folder Sharing |
Process Instance
A process instance represents one instance of a classic approval process. A new process instance is created each time a record is submitted for approval.
| Field | Description |
|---|---|
| Approval Process: Name | Name of the classic approval process. |
| Approval Process Instance ID | ID of the classic approval process instance. |
| Completed Date | Date and time when the classic approval process instance was completed or recalled. If no step criteria are met and the record is auto-approved or auto-rejected, Completed Date and Submitted Date have the same values. |
| Elapsed Days | Length of time between when the record was submitted for approval and when the classic approval process was completed or recalled. |
| Elapsed Hours | |
| Elapsed Minutes | |
| Last Actor: Full Name | Full name of the user who most recently participated in the classic approval process instance. If no step criteria are met and the record is auto-approved or auto-rejected, Last Actor: Full Name and Submitter: Full Name have the same values. |
| Object Type | Object type of the record that was submitted for approval. |
| Pending Step Name | Name of the approval step at which the record is awaiting approval or rejection. |
| Record Name | Name of the record that was submitted for approval. |
| Status | Status of the approval process instance. |
| Submitted Date | Date and time when the record was submitted for approval. |
| Submitter: Full Name | Full name of the user who submitted the record for approval. |
Process Instance Node
A process instance node represents an instance of an approval step. A new process instance node is created each time a record enters a step in an approval process. No process instance node is created when the record doesn’t meet the step criteria or if the classic approval process instance is otherwise completed without entering the step.
| Field | Description |
|---|---|
| Step: Name | Name of the approval step. |
| Step: Completed Date | Date and time when the approval step instance was completed or recalled. |
| Step Elapsed Days | Length of time between when the record entered the approval step and when the approval step instance was completed or recalled. |
| Step Elapsed Hours | |
| Step Elapsed Minutes | |
| Step Last Actor: Full Name | Full name of the user who most recently participated in the approval step instance. |
| Step Start Date | Date and time when the record entered the approval step. |
| Step Status | Status of the approval step instance. |
