Working with Approval Processes and Process Rules

The examples in this section use REST API resources to work with approval processes and process rules.

• Get a List of All Approval Processes

  Use the Process Approvals resource to get information about approvals.

• Submit a Record for Approval

  Use the Process Approvals resource to submit a record or a collection of records for approval. Each call takes an array of requests.

• Approve a Record

  Use the Process Approvals resource to approve a record or a collection of records. Each call takes an array of requests. The current user must be an assigned approver. The contextId is ID of the record to submit for approval..

• Reject a Record

  Use the Process Approvals resource to reject a record or a collection of records. Each call takes an array of requests. The current user must be an assigned approver.

• Bulk Approvals

  Use the Process Approvals resource to do bulk approvals. You can specify a collection of different Process Approvals requests to have them all executed in bulk.

• Get a List of Process Rules

  Use the Process Rules resource to get information about process rules.

• Get a Particular Process Rule

  Use the Process Rules resource and specify thesObjectName and workflowRuleId of the rule you want to get the metadata for.

• Trigger Process Rules

  Use the Process Rules resource to trigger process rules. All rules associated with the specified ID will be evaluated, regardless of the evaluation criteria. All IDs must be for records on the same object.