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：

 <!--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-->

 {!REQUIRESCRIPT("/soap/ajax/30.0/connection.js")}

 {!REQUIRESCRIPT("/soap/ajax/30.0/apex.js")}

 var OppID='{!Opportunity.Id}'

 var Comments = 'submited'

 var OppSubmitter = '{!$User.Id}'

 var result = sforce.apex.execute("OppApprovalProcess", "SubmitforApproval", {oppID:OppID,Comments:Comments,userID:OppSubmitter });

 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）

 global class OppApprovalProcess {

     //submit

     webservice static boolean SubmitforApproval(string oppID, string Comments, string userID)

     {

         try

         {

             system.debug('oppID:'+oppID);

             User nextapprover = getApprover(oppID);;

             Approval.ProcessSubmitRequest subReq = new Approval.ProcessSubmitRequest();

             subReq.setComments(Comments);

             subReq.setObjectId(oppID);

             subReq.setSubmitterId(userID);

             subReq.setNextApproverIds(new Id[]{nextapprover.Id});

             subReq.setProcessDefinitionNameOrId('Opportunity_Discount');

             Approval.ProcessResult submitResult = Approval.process(subReq);

             return submitResult.isSuccess();

         }

         catch(Exception ex)

         {

             system.debug('ex:'+ex.getMessage());

             return false;

         }

     }

 ｝

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：

 <apex:page sidebar="true" standardController="Opportunity">

    <!-- <apex:relatedList list="ProcessSteps" ></apex:relatedList>-->

     <apex:includescript value="{!$Resource.JQuery}"/>

     <script type="text/javascript">

        $(function(){

            //添加新按钮隐藏老按钮

            // alert($('input[name="piSubmit"]').val());

            if($('input[name="piSubmit"]').val()=='Submit for Approval')

            {

                    ($('input[name="piSubmit"]').hide()).parent().append($('input[name="submit_for_approval"]'));

                     $('input[name="piSubmit"]').next().hide();

             }

             else

             {

                   //alert($('input[name="piSubmit"]').val());

                     $('input[name="submit_for_approval"]').hide();

                     //替换HistoryList中的审批链接

                    var OppId = ('{!Opportunity.Id}').substring(0,15);

                    var ApprovalListID = OppId + '_RelatedProcessHistoryList_body';

                    //alert(ApprovalListID);

                    var Approvalprocessdiv=document.getElementById(ApprovalListID);

                    //alert(Approvalprocessdiv.getAttribute('class'));

                    if(Approvalprocessdiv!=null)

                    {

                        var originalHTML=Approvalprocessdiv.innerHTML;

                        var newHtml=originalHTML.replace('/p/process/ProcessInstanceWorkitemWizardStageManager?','/apex/ProcessInstance?OppId='+OppId+'&');

                        Approvalprocessdiv.innerHTML=newHtml;

                    }

             }

        });

     </script>

     <apex:detail relatedList="true" title="true"/>

 </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：

 <apex:page controller="ProcessInstanceController" tabStyle="Opportunity">

    <apex:form >

    <apex:sectionHeader title="Opportunity" subtitle="{!objOpp.Name}"/>

    <apex:pageBlock title="Approve/Reject Approval Request">

        <apex:pageBlockButtons location="bottom">

            <apex:commandButton value="Approve" action="{!Approval}" reRender="block">

                    <apex:param name="approve" value="Approve" assignTo="{!ApprovalAction}"/>

            </apex:commandButton>

            <apex:commandButton value="Reject" action="{!Approval}" reRender="block">

                    <apex:param name="reject" value="Reject" assignTo="{!ApprovalAction}"/>

            </apex:commandButton>

            <apex:commandButton value="Cancel" action="{!Approval}" reRender="block">

                    <apex:param name="cancel" value="Cancel" assignTo="{!ApprovalAction}"/>

            </apex:commandButton>

        </apex:pageBlockButtons>

        <apex:pageBlockSection columns="1">

            <apex:pageBlockSectionItem >

                Name <apex:outputField value="{!objOpp.Name}"/>

            </apex:pageBlockSectionItem>

            <apex:pageBlockSectionItem >

                Lead Owner <apex:outputField value="{!objOpp.Owner.Name}"/>

            </apex:pageBlockSectionItem>

            <apex:pageBlockSectionItem >

                Rejection Reason <font color="red">(Mandatory while Rejection)</font><apex:inputField value="{!objOpp.Rejection_Reason__c}"/>

            </apex:pageBlockSectionItem>

            <apex:pageBlockSectionItem >

               Comments <font color="red">(Mandatory while Rejection)</font> <apex:inputTextArea value="{!objOpp.Comments__c}" rows="5" cols="100"/>

            </apex:pageBlockSectionItem>

        </apex:pageBlockSection>

    </apex:pageBlock>

    </apex:form>

 </apex:page>

5，同时在后台类中重写Apprve 和 Reject 类，代码如下：

 public class ProcessInstanceController {

     public String processId;

     public String OppId;

     public ProcessInstance objProcessInstance;

     public Opportunity objOpp {get; set;}

     public string ApprovalAction {get;set;}

     public PageReference redirectPage;

     //初始化

     public ProcessInstanceController()

     {

         processId = ApexPages.currentPage().getParameters().get('id'); //获取当前的工作流ID

         OppId = ApexPages.currentPage().getParameters().get('OppId'); //获取当前case ID

         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Reson

         redirectPage = new PageReference('/'+OppId);

      }

     //审批

      public PageReference Approval(){

       try

         {

             if(ApprovalAction == 'Approve' || ApprovalAction == 'Reject')

             {

                 //system.debug('ApprovalAction:'+this.ApprovalAction);

                 User nextapprover =[select Id from User where username = 'yinghai_guo_neo@sina.com'];//新建立一个object 并mapping关系

                 Approval.ProcessWorkitemRequest approvalNode = new Approval.ProcessWorkitemRequest();

                // system.debug('comments:'+objOpp.Comments__c);

                 approvalNode.setComments(objOpp.Comments__c);

                 approvalNode.setAction(ApprovalAction);

                 approvalNode.setNextApproverIds(new Id[]{nextapprover.Id});

                 approvalNode.setWorkitemId(processId);

                 //system.debug('processID'+processId);

                 Approval.ProcessResult result = Approval.process(approvalNode);

                 //system.debug('result:'+result.isSuccess());

                 update objOpp;

                 //system.debug('update objOpp');

              }

             else

             {

                 //system.debug('ApprovalAction:'+this.ApprovalAction);

             }

         }

         catch(Exception ex)

         {

             system.debug('Ex:'+ex.getMessage());

          }

          return redirectPage;

     }

 }

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

  //get approver

     private static User getApprover(string OppID)

     {

          string ProcessNodeName = 'Sumbit';

         //获取当前需要审批节点名称

         for (ProcessInstance piw:[select Id,(SELECT ProcessNode.Name FROM StepsAndWorkitems)

                           FROM ProcessInstance where TargetObjectId = :OppID order by CreatedDate])

         {

             for(ProcessInstanceHistory PIH : piw.StepsAndWorkitems)

               {

                 ProcessNodeName=PIH.ProcessNode.Name;

                 break;

               }

         }

         User nextApprover = null;

         if(ProcessNodeName == 'Submit')

         {

             //do sth

         }

         else if(ProcessNodeName == 'Director Approval')

         {

             //do sth

         }

         else if(ProcessNodeName == 'CEO Approval')

         {

             //do sth

         }

         return nextApprover;

     }

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！！！

巴特西

Salesforce 动态审批

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