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Salesforce 动态审批
由于Salesforce只支持根据条件动态选择审批分支，如果我们想进一步支持动态根据页面的某种条件选择审批人，Salesforce是不支持的。因此我们只能通过override salesforce审批类来实现，具体步骤如下：
0，以管理员身份新建立一个审批流为Opportunity（审批流名称和每个节点的名称我们从写时候时候需要用到）
1，添加一个名称为Submit for Approval By Neo 自定义按钮给Opportunity（由于我们要重写的是Opportunity的审批流）在Opportunity Object 中的 ‘Buttons, Links, and Actions’ 如下：
填完后填写js代码，由于我们想通过点击直接启动工作流，所以我们需要在这里通过js 调用webservice 类启动。代码如下：
1 <!--参数名区分大小写，对于跨层object直接在Object名后直接加参字段名即可-->2 {!REQUIRESCRIPT("/soap/ajax/30.0/connection.js")}3 {!REQUIRESCRIPT("/soap/ajax/30.0/apex.js")}4 5 var OppID=‘{!Opportunity.Id}‘6 var Comments = ‘submited‘7 var OppSubmitter = ‘{!$User.Id}‘8 var result = sforce.apex.execute("OppApprovalProcess", "SubmitforApproval", {oppID:OppID,Comments:Comments,userID:OppSubmitter });9 window.location.reload()
2，在这里我们看到我们需要调用OppApprovalProcess类下SubmitforApproval方法实现审批的提交，下面就是调用提交的代码：（里面还还涉及动态选择审批人的问题，我们后边会讲到）
1 global class OppApprovalProcess { 2 3 //submit 4 webservice static boolean SubmitforApproval(string oppID, string Comments, string userID) 5 { 6 try 7 { 8 system.debug(‘oppID:‘+oppID); 9 User nextapprover = getApprover(oppID);;10 Approval.ProcessSubmitRequest subReq = new Approval.ProcessSubmitRequest();11 subReq.setComments(Comments);12 subReq.setObjectId(oppID);13 subReq.setSubmitterId(userID);14 subReq.setNextApproverIds(new Id[]{nextapprover.Id});15 subReq.setProcessDefinitionNameOrId(‘Opportunity_Discount‘);16 Approval.ProcessResult submitResult = Approval.process(subReq);17 18 return submitResult.isSuccess();19 }20 catch(Exception ex)21 {22 system.debug(‘ex:‘+ex.getMessage());23 return false;24 }25 }26 ｝
3，创建完按钮后，我们需要把这个自定义按钮添加到page layout中，我们的最终目的是在添加完成后替换原有默认的提交按钮，所以我们要重写原有的Opportunity的Detail页面通过Jquery进行代码注入，所以我们要新建一个vistualforce 页面代码如下：
1 <apex:page sidebar="true" standardController="Opportunity"> 2 <!-- <apex:relatedList list="ProcessSteps" ></apex:relatedList>--> 3 <apex:includescript value="{!$Resource.JQuery}"/> 4 <script type="text/javascript"> 5 $(function(){ 6 7 //添加新按钮隐藏老按钮 8 // alert($(‘input[name="piSubmit"]‘).val()); 9 if($(‘input[name="piSubmit"]‘).val()==‘Submit for Approval‘)10 { 11 ($(‘input[name="piSubmit"]‘).hide()).parent().append($(‘input[name="submit_for_approval"]‘));12 $(‘input[name="piSubmit"]‘).next().hide();13 }14 else15 {16 //alert($(‘input[name="piSubmit"]‘).val());17 $(‘input[name="submit_for_approval"]‘).hide();18 //替换HistoryList中的审批链接19 var OppId = (‘{!Opportunity.Id}‘).substring(0,15);20 var ApprovalListID = OppId + ‘_RelatedProcessHistoryList_body‘;21 //alert(ApprovalListID);22 var Approvalprocessdiv=document.getElementById(ApprovalListID);23 //alert(Approvalprocessdiv.getAttribute(‘class‘));24 if(Approvalprocessdiv!=null)25 {26 var originalHTML=Approvalprocessdiv.innerHTML;27 var newHtml=originalHTML.replace(‘/p/process/ProcessInstanceWorkitemWizardStageManager?‘,‘/apex/ProcessInstance?OppId=‘+OppId+‘&‘);28 Approvalprocessdiv.innerHTML=newHtml;29 }30 }31 });32 </script>33 <apex:detail relatedList="true" title="true"/>34 </apex:page>
添加完成后效果如下：submit for approval by Neo 就是我们的自定义按钮
4，添加提交按钮后，我们同时要替换审批页面的同意和拒绝按钮，但是由于salesforce不支持重写这个页面，所以我们自己创建一个审批页面来替换salesforce默认的审批页面，前端代码如下：
1 <apex:page controller="ProcessInstanceController" tabStyle="Opportunity"> 2 <apex:form > 3 <apex:sectionHeader title="Opportunity" subtitle="{!objOpp.Name}"/> 4 <apex:pageBlock title="Approve/Reject Approval Request"> 5 <apex:pageBlockButtons location="bottom"> 6 <apex:commandButton value="Approve" action="{!Approval}" reRender="block"> 7 <apex:param name="approve" value="Approve" assignTo="{!ApprovalAction}"/> 8 </apex:commandButton> 9 <apex:commandButton value="Reject" action="{!Approval}" reRender="block">10 <apex:param name="reject" value="Reject" assignTo="{!ApprovalAction}"/>11 </apex:commandButton>12 <apex:commandButton value="Cancel" action="{!Approval}" reRender="block">13 <apex:param name="cancel" value="Cancel" assignTo="{!ApprovalAction}"/>14 </apex:commandButton>15 </apex:pageBlockButtons> 16 <apex:pageBlockSection columns="1">17 <apex:pageBlockSectionItem >18 Name <apex:outputField value="{!objOpp.Name}"/>19 </apex:pageBlockSectionItem>20 <apex:pageBlockSectionItem >21 Lead Owner <apex:outputField value="{!objOpp.Owner.Name}"/>22 </apex:pageBlockSectionItem>23 <apex:pageBlockSectionItem >24 Rejection Reason <font color="red">(Mandatory while Rejection)</font><apex:inputField value="{!objOpp.Rejection_Reason__c}"/>25 </apex:pageBlockSectionItem>26 <apex:pageBlockSectionItem >27 Comments <font color="red">(Mandatory while Rejection)</font> <apex:inputTextArea value="{!objOpp.Comments__c}" rows="5" cols="100"/>28 </apex:pageBlockSectionItem>29 </apex:pageBlockSection>30 </apex:pageBlock>31 </apex:form>32 </apex:page>
5，同时在后台类中重写Apprve 和 Reject 类，代码如下：
1 public class ProcessInstanceController { 2 public String processId; 3 public String OppId; 4 public ProcessInstance objProcessInstance; 5 public Opportunity objOpp {get; set;} 6 public string ApprovalAction {get;set;} 7 public PageReference redirectPage; 8 //初始化 9 public ProcessInstanceController()10 {11 processId = ApexPages.currentPage().getParameters().get(‘id‘); //获取当前的工作流ID12 OppId = ApexPages.currentPage().getParameters().get(‘OppId‘); //获取当前case ID13 objOpp = [select Name,Owner.Name,Rejection_Reason__c,Comments__c from Opportunity where id =:OppId]; //获取当前Opp对象为了后面更新comments和Reson14 redirectPage = new PageReference(‘/‘+OppId);15 }16 //审批17 public PageReference Approval(){ 18 try19 {20 if(ApprovalAction == ‘Approve‘ || ApprovalAction == ‘Reject‘)21 {22 //system.debug(‘ApprovalAction:‘+this.ApprovalAction);23 User nextapprover =[select Id from User where username = ‘yinghai_guo_neo@sina.com‘];//新建立一个object 并mapping关系24 Approval.ProcessWorkitemRequest approvalNode = new Approval.ProcessWorkitemRequest();25 // system.debug(‘comments:‘+objOpp.Comments__c);26 approvalNode.setComments(objOpp.Comments__c);27 approvalNode.setAction(ApprovalAction);28 approvalNode.setNextApproverIds(new Id[]{nextapprover.Id}); 29 approvalNode.setWorkitemId(processId);30 //system.debug(‘processID‘+processId);31 Approval.ProcessResult result = Approval.process(approvalNode);32 //system.debug(‘result:‘+result.isSuccess());33 update objOpp;34 //system.debug(‘update objOpp‘);35 }36 else37 {38 //system.debug(‘ApprovalAction:‘+this.ApprovalAction);39 }40 }41 catch(Exception ex)42 {43 system.debug(‘Ex:‘+ex.getMessage());44 }45 return redirectPage;46 }47 }
最后生成的审批页面效果如下：
6， 最后我们要做的事情就是在动态查找审批人的方法，我们通过判断审批的每个节点等条件赛选出最终审批人
1 //get approver 2 private static User getApprover(string OppID) 3 { 4 string ProcessNodeName = ‘Sumbit‘; 5 //获取当前需要审批节点名称 6 for (ProcessInstance piw:[select Id,(SELECT ProcessNode.Name FROM StepsAndWorkitems) 7 FROM ProcessInstance where TargetObjectId = :OppID order by CreatedDate]) 8 { 9 for(ProcessInstanceHistory PIH : piw.StepsAndWorkitems)10 {11 ProcessNodeName=PIH.ProcessNode.Name;12 break;13 }14 }15 User nextApprover = null;16 if(ProcessNodeName == ‘Submit‘)17 {18 //do sth19 }20 else if(ProcessNodeName == ‘Director Approval‘)21 {22 //do sth23 }24 else if(ProcessNodeName == ‘CEO Approval‘)25 {26 //do sth27 }28 29 return nextApprover;30 }
7，由于我们的opportunity 的页面是我们自定义的，所以我们要在系统中替换Opportunity list View按钮中的链接子页面，我们直接在Buttons, Links, and Actions修改，截图如下：
至此，我们实现审批人的动态审批，有任何问题，留言讨论，谢谢！！！
Salesforce 动态审批
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