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 $(‘input[name="piSubmit"]‘).next().hide();
13 }
14 else
15 {
16 //alert($(‘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ID
12 OppId = ApexPages.currentPage().getParameters().get(‘OppId‘); //获取当前case ID
13 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
14 redirectPage = new PageReference(‘/‘+OppId);
15 }
16 //审批
17 public PageReference Approval(){
18 try
19 {
20 if(ApprovalAction == ‘Approve‘ || ApprovalAction == ‘Reject‘)
21 {
22 //system.debug(‘ApprovalAction:‘+this.ApprovalAction);
23 User nextapprover =[select Id from User where username = ‘[email protected]‘];//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 else
37 {
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 sth
19 }
20 else if(ProcessNodeName == ‘Director Approval‘)
21 {
22 //do sth
23 }
24 else if(ProcessNodeName == ‘CEO Approval‘)
25 {
26 //do sth
27 }
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！！！
时间： 2024-10-26 12:07:16