Does anyone use more then one approval for a request? We need to have the approval of the whole hirarchie.

I had a problem where if you have a picklist and people types the information but not click on it to select it from the list, the value does not carry. Make sure that you are not only typing the names, select them from the list. Besides that, we would need to see the actual workflow to know better...

Hi Philipp

The reason the boxes are not filling out correctly I expect is that the pick lists supporting them are not being fed with the correct information.  When you look at a pick list whatever the value field is the the data you need to pass to the object to save it.  In this case the RecId.  I use this list to populate an Employees Manager on a form  once completed this field can be used directly on the approvals object.

If your still stuck, shout and I will try to get you some more instructions.

Below is an example of setting up the manager of an employee for approval using 3 different methods all based on the Manager Link field.  The same process can be copied for all approvers. I have done multiple approver tables in systems to allow approval based upon a number of different criteria using a similar methodology.

Service Request form:

Employee Field: uses the Employees pick list, can be populated with $(CurrentLoginID()) for the current logged in user then made read only.

Manager via Link:

Here is the Request Example upload in to a 2016.1.1 staging system and have a play, its based upon the Manager Link on the Employee record.

Click to Down load Request File

You will need to create the pick list below to make it work.

Hi Alasdair,

I followed your steps to recreate (I think), but it will not populate the manager. Can you see what I might be missing please?

what happens on your RO form when you preview it?

Forgot to mention, I presented this a the HEATwave London event yesterday, I will be posting all my examples and metadata patches so you can take them a part and have a play with them.

Can you add a text field and check that your users ManagerLink is populating with a RecId....I have seen a few errors playing with this but they are all related to the RecId displaying rather than a manager name in most cases.

You were right, it's not populating. I have a very basic understanding of fields and relationships which is not enough to figure out why it's not picking up the manager recid. Can you help me with that?

You don't need to change anything to do with the relationships...does your Profile record have a manager populated? (I cant tell if you have whited out the field or not)

Yes, the profile field has a manager populated.