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Overdue Approvers

Skill Level: 🟡 Intermediate

In this tutorial we will talk about how to develop reports and notifications on overdue approvals. This often includes esclation to manageers as well.

Prerequisites:

  • Users Manager field must be accurate on each SF User

Query Overdue Change Approvals​

Below is a SOQL query that can extract a list of users pending approval on changes as well as their managers information.

SELECT Id,
	TYPEOF Actor WHEN User THEN Id, Name, Email, Manager.Id, Manager.Name, Manager.Email ELSE Id, Name END,
	CreatedDate, ElapsedTimeInHours, ElapsedTimeInDays, ProcessInstance.Status,
	TYPEOF ProcessInstance.TargetObject WHEN PDLM__Change_Phase__c THEN Id, ALG_Change_Category__c, ALG_Change_Number__c, Change_Title__c, Name, PDLM__ORG_URL__c ELSE Id END
FROM ProcessInstanceWorkitem
WHERE ProcessInstance.Status NOT IN ('Approved', 'Rejected', 'Removed')
	AND ProcessInstance.TargetObject.Type = 'PDLM__Change_Phase__c'
	AND ElapsedTimeInDays > 7
ORDER BY CreatedDate DESC

TODO:

  • Use Cases
  • Examples