I would like it for external users to be able to start the Approval process on records. It makes sense to have external users modify a record (maybe filling in some information) and then start the approval process which would notify the specific people to review and approve the record. Currently external users cannot start the Approval process, but oddly can be set as an approver. I feel like the roles of approver and approvee should be equally assignable for external users, just like they are for internal users.
Hi,
External users have limited features, which include starting an approval (external users cannot start approvals). For more details, please refer to this document.
Hi fabio,
From your response, I would take it that you are stating that one of the limited features that external users has includes starting an approval. That is not true and is clearly stated in the document you referenced that “3. They cannot start approval. However, they can approve or reject if they are included in an approval flow.,” which is exactly as I stated in my opening statement. This is why I started this feature request, as my experience and the documentation have both shown that it is not a feature currently available.
Hi,
My apologies for the misunderstanding. I meant external users have limits to the features they can access, and starting an approval is one of the features they have limits on. In other words, external users cannot start an approval process but can approve an entry if they are included in an entry’s approval flow.