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！！！