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Mass Approval Widget

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App Details

Salesforce in default doesn't have a screen to approve or reject the pending approval items in one go. Users need to click/ open each item and do the approvals. This screen enables user to select the records and do the approvals by clicking Approve or Reject button. This component is developed on LWC framework which is faster and lightweight in salesforce platform. Since this is a generic screen, so we can place anywhere. This build is initial commit.

Platform Salesforce Lightning Platform
Framework LWC (Lightning Web Components)
Package Version Name Initial Release
Package Version Number 1.0 (Released)

Available for

Lightning Home Page, Lightning App page, Lightning App utility Bar (1000 x 400) pixels in Lightning App.

Features

  • Mass Approve/ Reject Approval requests
  • View Records and View Submitter Comments
  • Infinite scrolling of records with seamless lazy loading
  • Mass enter Approver comments and comment and fill the same on chosen records
  • You can sort Item Name, related to, Submitter, Submitted date
  • Wrap Text/ Clip Text options on Columns
  • Refresh button to refresh the Approval requests.

Screenshot

Screen with approvals

image

Deployment

You can deploy this widget as managed Package in your Salesforce instance.

URL: https://login.salesforce.com/packaging/installPackage.apexp?p0=04t0K000001VKBF
  • Choose All users while deploying the package.

Before you install, Create a approval process in contact object named as Test_Approval with entry criteria as LastName is not blank and activate. This is used for installing package. After installation completes, delete this approval process. we are doing this because approval process is not available for packaging.

Todos

  • Optimize code
  • Filters
  • Add undo function for Approve and Reject actions.
  • Add Night Mode

Any Bugs ? Please mail me @[email protected] and Follow me in trailblazer https://trailblazer.me/id/vigneshmohankumar and twitter V_my_Atmosphere.

Reference 👍

  • SFDCMonkey - provides the basic approach on mass approval using AURA and apex which is simple and I just made it in LWC with more options.