SFDC Ad-Hoc Approval Process Proof of Concept

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Challenge Overview

From a �������standard������� approval flow, I want to be able to add Ad-Hoc approvers at any time, in any place in the approval flow. For the purposes of this example, Ad Hoc means a person NOT in the defined approval chain.����

For example, in a 4 person ����approver flow, the defined approval chain would be:

Submitter
Approver 1
Approver 2
Approver 3
Approver 4

As the Submitter, I want to be able to����add an Ad Hoc approver between Approvers 1 and 2; and 2 other Ad Hoc Approvers between Approvers 3 and 4:

Submitter �������� Submitted (or not)
Approver 1
���� ������������Ad Hoc Approver 1
Approver 2
Approver 3
���� ���� ����Ad Hoc Approver 2
���� ���� ����Ad Hoc Approver 3
Approver 4

Now, as Approver 2, I want to����add an Ad Hoc approver before Approver 3:

Submitter �������� Submitted
Approver 1 �������� approved
���� ���� ����Ad Hoc Approver 1 �������� approved
Approver 2
���� ���� ����Ad Hoc Approver 4
Approver 3
���� ���� ����Ad Hoc Approver 2
���� ���� ����Ad Hoc Approver 3
Approver 4����

Success Criteria:

  • Ability to add Ad Hoc Approvers between any steps in the approval process AFTER the current step (This may require a custom visualforce approval screen and an override of standard Approval buttons)
  • ����Ability to record the Ad Hoc approvals and keep in the Approval History for auditability (if possible, if not possible store ad-hoc approvals in a custom object)
  • ����Ability to trigger actions on the Approvals
Be creative! We want to see the unique ways our community can solve for these requirements!

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ID: 30039273