In this blog, we will discuss how to Create Custom Approval Process. But, the Purpose of creating Custom Approval Process is when the client wants any addition in Approval UI or any validation on Approval screen then we can’t achieve that because of Standard Functionality, so then we have created our own Approval Process.
So mentioned below are the steps for creating the Lighting Component of Custom Approval Process in Salesforce.
Open Developer Console, then go to File – > New – > Lighting Component
Firstly, we will see how to make UI for the Submitter Screen to Submit their Approval
ApprovalProcess.cmp
<aura:component controller="QuoteApprovalProcessController"
implements="force:lightningQuickActionWithoutHeader,force:hasRecordId,force:appHostable,lightning:actionOverride"
access="global" >
<!--<aura:handler name="reinit" value="{!this}" action="{!c.reInit}" />-->
<aura:attribute name="recordId" type="Id" default="0Q0p0000000YySICA0"/>
<aura:attribute name="comment" type="String" default="" />
<aura:attribute name="loaded" type="Boolean" default="true" />
<aura:attribute name="Spinner" type="Boolean" default="false"/>
<aura:attribute name="LoadMessage" type="string" default="Loading.."/>
<aura:attribute name="showProgressbar" type="Boolean" default="false"/>
<aura:attribute name="isOpen" type="Boolean" default="false"/>
<aura:attribute name="filetype" type="List" default="['.pdf']" />
<aura:attribute name="multiple" type="Boolean" default="true" />
<aura:attribute name="disabled" type="Boolean" default="true" />
<aura:component controller="QuoteApprovalProcessController" implements="force:lightningQuickActionWithoutHeader,force:hasRecordId,force:appHostable,lightning:actionOverride"
access="global" >
<!--<aura:handler name="reinit" value="{!this}" action="{!c.reInit}" />-->
<aura:attribute name="recordId" type="Id" default="0Q0p0000000YySICA0"/>
<aura:attribute name="comment" type="String" default="" />
<aura:attribute name="loaded" type="Boolean" default="true" />
<aura:attribute name="Spinner" type="Boolean" default="false"/>
<aura:attribute name="LoadMessage" type="string" default="Loading.."/>
<aura:attribute name="showProgressbar" type="Boolean" default="false"/>
<aura:attribute name="isOpen" type="Boolean" default="false"/>
<aura:attribute name="filetype" type="List" default="['.pdf']" />
<aura:attribute name="multiple" type="Boolean" default="true" />
<aura:attribute name="disabled" type="Boolean" default="true" />
<aura:attribute name="encryptedToken" type="String" />
<aura:attribute name="FileList" type="String"/>
<aura:attribute name="parentId" type="Id" default="00128000002KuXUAA0" />
<!-- 'fileName' attribute for display the selected file name -->
<aura:attribute name="fileName" type="String" default="No File Selected.." />
<ltng:require scripts="{!$Resource.CommonFunction}" afterScriptsLoaded="{!c.doInit}" />
<c:spinner Spinner="{! v.Spinner}" LoadMessage="{! v.LoadMessage}" showProgressbar="{! v.showProgressbar}" progress="{! v.progress}"/>
<aura:html tag="style">
.cuf-content
{
padding: 0 0rem !important;
}
<!-- MOD -->
.slds-p-around--medium
{
padding: 0rem !important;
}
.slds-modal__content
{
// overflow-y:hidden !important;
height:unset !important;
max-height:unset !important;
}
.GUMUStyle
{
z-index: 10000;
position: fixed;
visibility: visible;
opacity: 1;
height: 100%;
width: 100%;
max-height: 250px;
background-color: rgba(255, 255, 255, 0.75) !important;
}
</aura:html>
<aura:if isTrue="{!v.isOpen}">
<section role="dialog" tabindex="-1" aura:id="Modalbox" aria-labelledby="modal-heading-01" aria-modal="true" aria-describedby="modal-content-id-1" class="slds-modal slds-fade-in-open">
<div class="slds-modal__container slds-col slds-size_1-of-1 slds-small-size_1-of-1 slds-medium-size_1-of-1">
<header class="slds-modal__header">
<h2 id="modal-heading-01" class="slds-text-heading_medium slds-hyphenate">Submit For Approval</h2>
</header>
<div class="slds-modal__content slds-p-around_medium " id="modal-content-id-1">
<div class="slds-grid slds-wrap">
<div class="slds-col slds-size_1-of-1 slds-small-size_1-of-1 slds-medium-size_1-of-1 slds-p-right_xx-small" >
<c:customLookup aura:id="lcUser" lookupFieldId="lcUser" label="Select Approver" objectAPIName="User" descFields="" whereClause="" fieldName="Name" required="true"></c:customLookup>
</div>
<div class="slds-col slds-size_1-of-1 slds-small-size_1-of-1 slds-medium-size_1-of-1 inputArea">
<lightning:textarea name="comment" label="Comments" value="{!v.comment}" placeholder="type here..." />
</div>
</div>
<div class="slds-grid slds-m-around_x-small">
<div class="slds-col">
<lightning:input class=" slds-float_left" aura:id="fuploader" onchange="{!c.handleFilesChange}" type="file" name="file" label="Upload File" multiple="false"/>
<div class="slds-m-top_xx-large slds-m-top_medium slds-text-body_small slds-text-color_error"> {!v.fileName} </div>
</div>
<div class="slds-col slds-clearfix">
<div class="slds-m-top_x-large slds-float_right">
<lightning:button class=" slds-m-right_x-small slds-button slds-button_neutral" label="Cancel" onclick="{!c.closeModal }"/>
<lightning:button class="slds-button slds-button_neutral" variant="brand" label="Submit" onclick="{!c.handleClick}" />
</div>
</div>
</div>
</div>
</div>
</section>
</aura:if>
</aura:component>
Certainly, the above code will create the UI for the Submitter Screen as shown below.
But, there are 2 fields Validation, Submitter should Select Approver & Upload File. On the other hand, for Approval it’s mandatory for Approver to write their comments while they Approve or Cancel.
- Select Approver: It is a Custom Lookup where you get all users list for selecting approver.
- Upload File: Where Submitter can upload their files like documents which stored in Attachment.
- Comment: Where Submitter Can write their comment regarding Document, business logic etc.
QuoteApprovalProcessController.apex
public class QuoteApprovalProcessController
{
@auraEnabled
public static string submitAndProcessApprovalRequest(String recordId, String comment,Id UserChkId) {
string response;
Id Userid=UserInfo.getUserId();
//list<User> SecondApproval= [select id from User];
try
{
recordId = String.escapeSingleQuotes(recordId);
comment = String.escapeSingleQuotes(comment);
UserChkId = String.escapeSingleQuotes(UserChkId);
Id idToProccess = recordId;
Schema.sObjectType entityType = idToProccess.getSObjectType();
system.debug('entityType:::'+entityType);
String entity = String.valueOf(entityType);
system.debug('entity:::'+entity);
ApprovalInstance__c Ap = new ApprovalInstance__c();
Ap.Approval_Status__c='Pending';
Ap.Object_Name__c =entity;
Ap.Submitter_U__c=Userid;
//Ap.Approver__c=UserChkId;
Ap.Submitter_Comment__c=comment;
//Ap.Submitter__c=Userid;
Ap.Approver_U__c=UserChkId;
Ap.TargetObjectId__c=recordId;
Ap.Quote_Relation__c=recordId;
insert Ap;
response = 'success';
}
catch(System.DmlException ex)
{
system.debug('Error Message ::: ' + Ex.getMessage() + ' Due to this issues ::: ' + Ex.getLineNumber());
response = Ex.getMessage();
}
return response;
}
@auraEnabled
public static string ApprovedOrReject(String recordId, String comment,String State) {
string response;
Id Userid=UserInfo.getUserId();
//list<User> SecondApproval= [select id from User];
try
{
recordId = String.escapeSingleQuotes(recordId);
comment = String.escapeSingleQuotes(comment);
Id idToProccess = recordId;
Schema.sObjectType entityType = idToProccess.getSObjectType();
system.debug('entityType:::'+entityType);
String entity = String.valueOf(entityType);
system.debug('entity:::'+entity);
List<ApprovalInstance__c> appProcessList = [Select Id,Submitter_Comment__c,Approver_Comment__c, Approval_Status__c,TargetObjectId__c From ApprovalInstance__c WHERE TargetObjectId__c =: recordId AND Approval_Status__c ='Pending' LIMIT 1];
for(Integer i=0;i<appProcessList.size();i++)
{
if(State=='Approved')
{
appProcessList[i].Approval_Status__c='Approved';
}
else if(State =='Rejected')
{
appProcessList[i].Approval_Status__c='Rejected';
}
appProcessList[i].Approver_Comment__c=comment;
}
update appProcessList;
response = 'success';
}
catch(System.DmlException ex)
{
system.debug('Error Message ::: ' + Ex.getMessage() + ' Due to this issues ::: ' + Ex.getLineNumber());
response = Ex.getMessage();
}
return response;
}
@auraEnabled
public static string approvalProcessStatus(String recordId)
{
string response;
recordId = String.escapeSingleQuotes(recordId);
//Taking out already running Approval Process.
List<ApprovalInstance__c> appProcessList = [Select Id, Approval_Status__c From ApprovalInstance__c WHERE TargetObjectId__c =: recordId AND (Approval_Status__c ='Pending' OR Approval_Status__c ='Approved') LIMIT 1];
if(appProcessList.size()==0)
{
response = 'success';
}
else
{
response = 'failure';
}
system.debug('response::'+response);
return response;
}
@auraEnabled
public static string CheckDocumentAttatched(String recordId)
{
String responce;
list<Attachment> CheckAttachment = [SELECT Id, ParentId, Name, IsPrivate, BodyLength, Body, OwnerId, Description FROM Attachment Where ParentId =:recordId limit 100];
if(CheckAttachment.size() > 0 )
{
responce='Success';
}
else
{
responce='failure';
}
return responce;
}
@AuraEnabled
public static Id SaveFile(Id parentId, String fileName, String base64Data, String contentType)
{
base64Data = EncodingUtil.urlDecode(base64Data, 'UTF-8');
Attachment attach = new Attachment();
attach.parentId = parentId;
attach.Body = EncodingUtil.base64Decode(base64Data);
attach.Name = fileName;
attach.ContentType = contentType;
Insert attach;
return attach.Id;
}
@auraEnabled
public static string ApprovalRequestCheck(String recordId)
{
string response;
//Id Userid=UserInfo.getUserId();
recordId = String.escapeSingleQuotes(recordId);
//Taking out already running Approval Process.
List<ApprovalInstance__c> appProcessList = [Select Id,Name, TargetObjectId__c, Approval_Status__c, Object_Name__c, Submitter_Comment__c, Approver_Comment__c, Approver__c, Submitter__c From ApprovalInstance__c WHERE TargetObjectId__c =: recordId AND Approval_Status__c ='Pending' LIMIT 1];
if(appProcessList.size()==0)
{
response = 'failure';
}
else
{
response = 'success';
}
system.debug('response::'+response);
return response;
}
@auraEnabled
public static string UserCheck(String recordId)
{
String responseUser;
Id Userid=UserInfo.getUserId();
recordId = String.escapeSingleQuotes(recordId);
//Taking out already running Approval Process.
List<ApprovalInstance__c> appProcessList = [Select Id,Name, TargetObjectId__c, Approval_Status__c, Object_Name__c, Submitter_Comment__c, Approver_Comment__c,Approver_U__c, Submitter_U__c From ApprovalInstance__c WHERE TargetObjectId__c =: recordId AND Approval_Status__c ='Pending' LIMIT 1];
if(appProcessList[0].Approver_U__c != Userid)
{
responseUser = 'Userfailure';
}
else
{
responseUser = 'success';
}
system.debug('responseUser::'+responseUser);
return responseUser;
}
}
In conclusion, the above code will get data from custom object Named as “ApprovalInstance__c” where based on Submitter action, record has been generated & other validation has been handled in above code.
Moreover, in the next blog, we will see Approver Side UI & Apex Code.
We hope you may find this blog resourceful and helpful. If you still have concerns and need more help, please contact us at salesforce@greytrix.com.
References – Custom file upload in Salesforce lightning component & Dynamic Approval Process based on Apex and Trigger
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