If you create a custom report type for classic approval process instances, users can view the historical details of completed and in-progress classic approval processes and their individual steps.
Required Editions
| Available in: both Salesforce Classic and Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions |
Important Try Flow
Approval Processes, a modern alternative to Classic Approval Processes. This new
feature provides a more flexible, user-friendly flow-based interface, and it can trigger on
record changes, supporting Apex extensibility and detailed logging for compliance and audit
trails. It supports dynamic routing based on data and business rules, unlike Classic Approval
Processes, which are tied to specific objects and offer limited support for processes by using
conditions. With Flow Approval Processes, you can monitor submitted records and quickly
identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like
Classic Approval Processes, Flow Approval Processes don’t consume automation credits or
orchestration runs.
- Fields Available for Classic Approval Process History Reports
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress classic approval processes and their individual steps. - Examples of Classic Approval History Reports
See sample reports to learn how you can obtain approval history data. - Considerations for Classic Approval Process History Reports
Understand the limitations and special behaviors when you create or view approval history reports, which provide a detailed history of classic approval processes and steps.