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Unable to view the assigned approver for the current approval step in the report

게시 일자: Mar 10, 2025
상세 설명

When running a report using the Process Instance Node custom report type in Salesforce, users cannot see the name of the user who is currently assigned to approve a record at the active step. This is a known limitation of that report type.

솔루션

The information for the assigned approver in the current approval step can be viewed in the All Pending Approval Requests report, located in the Administrative Reports folder in Salesforce Classic.

 

Please note the following points regarding the All Pending Approval Requests report:

  • It only displays information for pending approval requests.
  • As it is a standard report, it cannot be created from scratch via new report creation.
  • Only system administrator users with the "View All Data" permission can view this report.
  • Only fields that can be added in the report editing screen can be displayed.

 

By copying this report using Save As  in Salesforce Classic, it can also be viewed in Lightning Experience.

Steps to create a copy:

  1. Click your circular user icon in the upper right corner, then click "Switch to Salesforce Classic".

  2. Click the Reports tab.

  3. From the folder list on the left, select the Administrative Reports folder.

  4. Select the All Pending Approval Requests report.

  5. Click Save As , set your desired report name and folder, then save the copied report.

You can then view the copied report in Lightning Experience. In this report, you can check the current assigned approver from the Assigned Approver or Current Approver fields, and the target record's information from the Related To field.

 

A request for a report that can confirm the assigned approver in the approval step has been posted on IdeaExchange.

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