Triggering approval process from Napili template
Agenda of this article is to create an Approval process for Napili Template.
Assumptions:
- CustomObject__c object (custom object) is used and have lookup relation to Contact.
- Component name is “Submit_for _approval”
- Approval Process is created on the CustomObject__c.
- CustomObject__c have multiple approval processes set up with different entry criteria.
To achieve this, I am creating lighting component named “Submit_for_approval”
[sourcecode language=”java”]
<aura:component controller=”Submitforapprovalcustom” implements=”flexipage:availableForAllPageTypes, flexipage:availableForRecordHome, force:hasRecordId, forceCommunity:availableForAllPageTypes, force:lightningQuickAction” access=”global”>
<aura:handler name=”init” value=”{!this}” action=”{!c.statuscheck}” />
<aura:attribute name=”recordId” type=”String” />
<div class=”slds-align_absolute-center slds-p-top_xx-large”>
Are you sure ?
<ui:button label=”Yes” press=”{!c.submit}” />
</aura:component>
[/sourcecode]
Js controller:
[sourcecode language=”java”]
({
statuscheck: function(component) {
var action1 = component.get(“c.getstat”);
var id = component.get(“v.recordId”)
action1.setParams({
“recId”: id
});
action1.setCallback(this, function(response) {
var state = response.getState();
console.log(‘state’ + state);
if (state === “SUCCESS”) {
component.set(“v.status”, response.getReturnValue());
}
});
$A.enqueueAction(action1);
},
submit: function(component) {
var stat = component.get(“v.status”);
var toastevent = $A.get(“e.force:showToast”);
if (stat === “Approved” || stat === “Submitted”) {
toastevent.setParams({
“title”: “Error!”,
“type”: “error”,
“message”: “Can not submit again, Alredy Approved or Submitted!”
});
toastevent.fire();
var dismissActionPanel = $A.get(“e.force:closeQuickAction”);
dismissActionPanel.fire();
} else {
var action = component.get(“c.submitForApprovalone”);
var id = component.get(“v.recordId”)
action.setParams({
“recId”: id
});
action.setCallback(this, function(response) {
var state = response.getState();
console.log(‘state’ + state);
var toastEvent = $A.get(“e.force:showToast”);
if (state === “SUCCESS”) {
toastEvent.setParams({
“title”: “Success!”,
“type”: “success”,
“message”: “Successfully submitted for approval.”
});
toastEvent.fire();
var dismissActionPanel = $A.get(“e.force:closeQuickAction”);
dismissActionPanel.fire();
}
});
$A.enqueueAction(action);
}
}
})
[/sourcecode]
Here we are considering thatCustomObject__c has two approval process with different criteria.
To call different approval process we are providing if condition, that will be the entry criteria in the approval process.
[sourcecode language=”java”]
if (Stage[0].Name != ‘Stage 4’) {
//code block<span data-mce-type=”bookmark” id=”mce_SELREST_start” data-mce-style=”overflow:hidden;line-height:0″ style=”overflow:hidden;line-height:0″ ></span>
}
[/sourcecode]
ProcessSubmitRequest Class
Use the ProcessSubmitRequest class to submit a record for approval. You must specify the Approval namespace when creating an instance of this class.
[sourcecode language=”java”]
Approval.ProcessSubmitRequest req = new Approval.ProcessSubmitRequest();
[/sourcecode]
setObjectId(recordId)
Sets the ID of the record to be submitted for approval.
[sourcecode language=”java”]
req.setObjectId(recId);
[/sourcecode]
NextApproverIds
– if needed
[sourcecode language=”java”]
req.setNextApproverIds(new Id[] { UserInfo.getUserId()
[/sourcecode]
ProcessResult
Use the ProcessSubmitRequest class to submit a record for approval. A ProcessResult object is returned by the process method. You must specify the Approval namespace when creating an instance of this class
[sourcecode language=”java”]
Approval.ProcessResult result = Approval.process(req);
[/sourcecode]
isSuccess()
A Boolean value that is set to true if the approval process completed successfully; otherwise, it is set to false.
Complete code:
Apex Class Submitforapprovalcustom
[sourcecode language=”java”]
public without sharing class Submitforapprovalcustom {
@AuraEnabled
public static void submitForApprovalone(Id recId) {
List < CustomObject__c > stage = new List();
Stage = [select id, Name from CustomObject__c where Id =: recId];
if (Stage[0].Name != ‘Stage 4’) {
Approval.ProcessSubmitRequest req = new
Approval.ProcessSubmitRequest();
req.setObjectId(recId);
req.setNextApproverIds(new Id[] {
UserInfo.getUserId()
});
Approval.ProcessResult result = Approval.process(req);
System.debug(‘Submitted for approval successfully:
‘+result.isSuccess());
}
if (Stage[0].Name == ‘Stage 4’) {
//code block
}
}
@AuraEnabled
Public static string getstat(Id recId) {
List stg = new List();
stg = [select Name, Approval_Status__c from CustomObject__c
where = recId
];
String str = stg[0].Approval_Status__c;
return str;
}
}
[/sourcecode]
To get submit for approval button in communities I am going to create a New Action.
- Action Type – Lighting component
- Lighting Component- Name of your component
- Label- submit for Approval
