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Create an Approval Entity

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This section describes how an approval entity can be created

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Create an Approval Entity

In order for an entity to be available to Approvals Mechanism, it has to meet the following conditions:

1. Data Object Class

The entity's DO class must implement ICRMDOApprovalEntity interface and its twelve methods: 

  1. getNumberOfPendingAprovals()
  2. setNumberOfPendingAprovals(Integer numberOfPendingAprovals)
  3. getIsPendingAproval()
  4. setIsPendingAproval(Integer IsPendingAproval)
  5. isPendingAproval()
  6. getCanBeApproved()
  7. setCanBeApproved(Integer canBeApproved)
  8. canBeApproved()
  9. getUsersAuthorisedToRespond()
  10. setUsersAuthorisedToRespond(Set<CRMDOUser> users)
  11. getApprovalRequests()
  12. setApprovalRequests(Set<CRMDOApprovalRequest> approvalRequests)

In order for the obove methods to be implemented the following java properties must be defined:

  1. Integer numberOfPendingAprovals
  2. Integer isPendingAproval
  3. Integer canBeApproved
  4. Set<CRMDOUser> usersAuthorisedToRespond
  5. Set<CRMDOApprovalRequest>  approvalRequests

Note that these fields are transient, and therefore do not have a corresponding database field.

2. Entities Metadata File

In entities metadata file, <approvalincluded> tag's value must be set to true. Keep in mind that <approvalincluded> default value is false.

 

Note that approvals are triggered only through Workflow Rules, and therefore there is no point for an entity to be an Approval Entity without being a Workflow Rule Entity.

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