1. Wielding Workflow Varadarajan Rajaram, Salesforce.com Track: Advanced AppExchange Developers

8. Winter ’07 Workflow

13. Approvals Demo PTO Request

14. Sample Approval Process

20. PTO Request – The Finished Product

22. Varadarajan Rajaram Sr. Product Manager QUESTION & ANSWER Salesforce.com Steve Tamm Technical Architect Salesforce.com

25. Approvals API - ProcessRequest Name Type Description objectId ID For submitting an item for Approval, can be the ID of any record with approval processes defined. workitemId ID For submitting an item for processing after approval, the Id of the ProcessInstanceWorkitem. action String For approving or rejecting a workitem for processing, a string representing the kind of action to take: Approve, Reject, or Remove. nextActorIds String[] If the approval request requires the user to select the approver, specify the user ID of the next approver here comments String Any comments to be stored with the approval action in the approval history

26. Approvals API – ProcessResult Name Type Description entityId ID Object being processed Errors Error[] Set of errors instanceId ID The ID of the ProcessInstance InstanceStatus String The status of the current process instance: “Approved,” “Rejected,” “Removed,” “Started,” or “Pending” newWorkitemIds ID[] The IDs of the newly created approval requests, if any Success boolean “ True” if the approval completed successfully

27. Sample Code public ProcessResult[] doProcessSample(String comments, String id, String[] approverIds) throws ApiFault { ProcessResult[] processResults; ProcessSubmitRequest request = new ProcessSubmitRequest(); request.setComments(comments); request.setNextApproverIds(approverIds); request.setObjectId(id); try { PartnerConnection connection = Connector.newConnection(xconfig); //calling process on the approval submission processResults = connection.process(new ProcessSubmitRequest[]{request}); for (ProcessResult processResult : processResults) { if(processResult.getSuccess()){ if(xconfig.isTraceMessage()){ log.debug("Approval submitted for: " + id + ", approverIds: " + approverIds.toString() + " successful."); log.debug("Process Instance Status: " + processResult.getInstanceStatus()); } } else{ log.error("Approval submitted for: " + id + ", approverIds: " + approverIds.toString() + " FAILED."); log.error("ERRORS: " + processResult.getErrors().toString()); } } } catch (ConnectionException ce) { ApiFault fault = getApiFault(ce); ce.printStackTrace(); throw fault; } return processResults; }