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Initiate the 'Recall' action from a stage other than the Approval Submission using Advanced Approvals.

Data pubblicazione: Apr 29, 2025
Descrizione

How can a user initiate the 'Recall' action in Advanced Approvals from a stage other than the Approval Submission?

Risoluzione

Created a Screen Flow with an appropriate title, following these steps to recall approval submissions and update the quote status:

  1. Initial Screen: The flow begins with a screen displaying a "Recall" button for the user to initiate the action.

  2. Retrieve Active Approvals: The flow retrieves all approval submissions related to the triggering quote that are still in progress.

  3. Loop Through Submissions: The flow loops through the collection of active approval submissions.

  4. Recall Action: For each approval submission, the flow calls the recall action to retract the approval.

  5. Update Quote Status: Once the recall action is completed, the flow updates the status of the quote back to "Draft."

  6. Confirmation Screen: Finally, the flow presents a confirmation screen to the user, indicating that the quote has been successfully recalled.

    Numero articolo Knowledge

    004693771

     
    Caricamento
    Salesforce Help | Article