An approval process is configured on an object to specify all of the steps, users, actions, and relationships among them involved in approving or rejecting a record of that object. Approval processes can become very complex and tools such as the Process Visualizer can be used to aide in ...

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3
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0answers
22 views

Get all Approval Process names of a specific object XYZ__c in apex

I have created 4 approval process for an object XYZ__c. In a VF page I want a picklist of all the Approval Process Name of that Object. After selecting one of it I have workflow rules depending on the ...
0
votes
0answers
7 views

Actor field not available while creating a list view

I am trying to create a list view for the Approval Request records but I cant see the Actor field in the list of fields available for filtering. Any idea how to get around this? Steps : Home page -> ...
3
votes
1answer
41 views

Approval Process Reassign Functionality Not Changing Record Owner

The 'Reassign' functionality for the Approval Requests does not change the 'Owner' of the record. It only the changes the 'Actor' field for the 'ProcessInstanceWorkitem' Is there any way I can change ...
-2
votes
0answers
25 views

Hide 'Reassign' link from Approval Process

How can we hide 'Reassign' link from approval process action for certain users? I couldn't find such option in Profile. Can't really utilize apex sharing object and ApprovalProcess metadata to do so ...
0
votes
1answer
31 views

Using a workflow to update fields also effected by workflows

Afternoon all, I have two custom objects (Child & Parent), The Child is a questionnaire type that can be submitted to a customer (via email, its a visualforce page), they then approve it (when ...
1
vote
1answer
53 views

Apex trigger : Error:Invalid id on approval Process

I need some help Aim- To create a basic approval process. I have created the following trigger “AutomateApprove” on the campaign object, however I am keep getting error messages when populating ...
2
votes
1answer
33 views

suggestion needed in doing an approval process

I am having an approval process where whenever a record is saved i want to use a trigger and send for email approval. I want to use inbound and outbound email services to update fields. I will send ...
1
vote
1answer
36 views

approval process based on editing value

I am new to salesforce. I want to write an approval process. I am having a quote and I am having prices,quantities which I will get from pricebook prices which are editable. If at all while ...
0
votes
0answers
31 views

Approval Process - Send Later Steps to Record Owner's Manager

I'm trying to build an approval process for Opportunities that uses the following steps: Step 1: send to Finance for evaluation Step 2: send to record owner's manager for approval The problem I have ...
2
votes
0answers
27 views

Is it possible to have an Approval process dependent on a related list record?

I have an opportunity with a custom object "product__c" related list. I want to be able to send the opportunity for approval only if a record of "product__c" is added that has a certain field value, ...
1
vote
0answers
39 views

After update called twice but fetching the old value

I have created 2 Approval process. I have an afterupdate trigger. Once the record enters Approval process, the status becomes "In Approvals".Record will move to the second approval process after the ...
3
votes
1answer
49 views

Allow User's Manager to see Private records?

I currently have a custom object which is set to private in organization-wide default sharing settings. I have created an approval process to allow managers to approve private records. When the ...
1
vote
1answer
35 views

Define a sequentiel approval steps

I'm working with approval process, and I want to define a sequtial approval steps, and where I choose the approval manually! For example: I choose 3 approvers When approver1 approve => Approbation ...
8
votes
1answer
153 views

Approval Process Not Respecting Else Approve Step

Question Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria? If so, are ...
0
votes
0answers
104 views

Execute approval process from custom button!

I been scouring the internet for the last few days, and I think I know what I need Aim – On the campaign Object there is a button called “Create Certificates – Bulk”. When a user presses that button ...
7
votes
1answer
149 views

How to check if a record is locked through an approval process?

How do I check if a record of a custom object is locked through an approval process ? I know i can use the ProcessInstance to access my approval processes, but I can't check if it is locked or ...
2
votes
1answer
92 views

Create an event after a record has been approved

I want to create a event after my record have been approved, I have a checkbox checked when my record is approved so I can create my event, but the record will be locked !!!! There were custom ...
0
votes
0answers
19 views

Sending file to be approved via salesforce

is there any way to send file (Employement certification .. etc) to be approved by the manager for example! I want to use docu sign for that matter but I need a demo for that
1
vote
1answer
88 views

Fetch Approval comments from ProcessInstanceStep to a different Object called Order

I am trying to fetch the approval comments from ProcessInstanceStep object to a custom field named "Commnets" of another object named Order. I have written the below code. but somehow unable to fetch ...
0
votes
1answer
43 views

“New Approval Step” button missing in Approval Process related List?

"New Approval Step" button missing in Approval Process related List. As per the help, if the approval process is active then this button is not available. But the issue is even after deactivating the ...
4
votes
1answer
85 views

Applying changes when the approval process is approved

I need to apply changes when my approval process is approved, here is my code behind: public static Set<Id> setParentID = new Set<Id>(); public static List<User> lstObjParent = new ...
2
votes
2answers
95 views

Add a logo to the approval alert template

Is it possible to add a logo (or otherwise customise) the standard Salesforce Approval Process e-mail template? I have "Enable Email Approval Response" turned on in this org, and so I'm receiving the ...
5
votes
1answer
196 views

order of execution issue?

I have the following logic implemented: approval process with a field update that set's a datetime on object X to now() trigger listening to a change of this datetime field on after update. That ...
3
votes
0answers
81 views

issue with final approval / rejection action with unanimous approval through apex

Scenario custom object X that needs several approvals custom object where the approval routings are defined. (so to which approvers does the system need to send the object depending on a stage of ...
1
vote
0answers
20 views

Is it possible to prevent the opportunity approval process from changing the close date to submission/approval date?

Salesforce automatically switches the close date for opportunities from what value was upon user submission to the current date. Is it possible to have a trigger that keeps the value of the close ...
4
votes
2answers
307 views

Check if a record is in approval process

I´m getting this Exception: System.DmlException: Update failed. first error: ENTITY_IS_LOCKED, the entity is locked for editing: The problem is that i´m updating a case that is locked by an ...
1
vote
1answer
68 views

Approval Process Entry Criteria

We are using the trigger to kick off an approval process, the trigger fires when the opportunity is updated, can you please let me know how we can configure the entry criteria to "Is opportunity ...
1
vote
3answers
472 views

Approval process with trigger

Can you please give me a demo about a triggred approval process once a record is created. I cant find a documentation on the net Thank you
3
votes
1answer
186 views

Must specify a {http://www.w3.org/2001/XMLSchema-instance}type during creating Approval process using metadata API

I am trying to create Approval process using Metadata API but unable to figure out what i am missing. One doubt is XML don't have any symbol why which me or Salesforce could identify on which object ...
2
votes
2answers
47 views

Euro currency in approval process bug when using decimals?

I have an approval step criterium that records below €5,55 should be approved automatically. I can't get it to work. I tried setting the step to "greater than 5,55, else approve". However the comma ...
1
vote
0answers
68 views

Approval Process - choose the approver manually

My question is can we allow user chose next step approver not from all users but just from some "group" of users - I don't think about actual group but about some people who should be able to approve? ...
3
votes
2answers
992 views

Salesforce1 Publisher Action Submit Button overwrite

I created a object-specific publisher action, my objective is to submit the custom object on the redirected visualforce page. It works fine to pass the object parameters to the visualforce page, but ...
0
votes
1answer
440 views

Approval process - Next automated approver determined by

I have created a approval process with 2 steps. I have defined the approver for each of these steps, but i dont understand what is the significance of the field " Next Automated approved determined ...
6
votes
1answer
573 views

Salesforce1 Submit for approval

Does the submit for approval process works in Salesforce1? Is there currently a way to submit custom objects for approval in the Salesforce1 mobile app? Yes, thanks! I also wrote a trigger to ...
1
vote
1answer
246 views

If I assign a hierarchy Role to a user, why is the Manager field not updated?

So I understand that you are able to view records of the people that are 'under' you in the role hierarchy. That's quite useful, so we have laid out a tree and properly assigned the users. Now the ...
4
votes
1answer
259 views

Approval Process Limitation Workaround

So I know that the last step in an approval process cannot have a 'else' knowledge action. What I mean is, if the step is not the final step of an approval process, and you choose to only enter that ...
4
votes
2answers
287 views

Single Click reply to Approval Emails

Currently, to approve any salesforce record through email, you have to reply to approval email using Approved/Yes and it gets approve. I just want to skip the step of writing "Approved/Yes" for ...
1
vote
0answers
156 views

Multi Step Approval Process with multiple approvers [closed]

I have numerous approvals that I need to create and most of them need to have multiple approvers . I saw one answer on here with links but the links had not been educational . Anyone please help
3
votes
1answer
140 views

Unanimous Approval but not all approvers are required on every record

I have an approval process for an Opportunity record that requires unanimous approval for a Department review step from up to 6 approvers. The approvers are configured as 6 custom lookup fields ...
2
votes
2answers
185 views

Want to change value of field, using a formula field, from Approval Process

I have an Approval Process that has three stages, pending, ready, completed. Based on what stage the Approval process is in, I want a field, probably a formula field that will display that ...
6
votes
1answer
65 views

Limitation in changing from email address from out-going emails

I noticed that for some out-going email we are not able to change from email address like the following: Approver notification email from approval process. Assignment notification email from ...
1
vote
2answers
41 views

Approval process determined by oppty amount

While creating an approval process for opptys, I need that upto certain amounts the approval process will go to a certain user, while for other/higher amounts, it will go to another person. How can I ...
5
votes
1answer
209 views

Can we change from email address of the approval process approver notification?

currently the approval notification which is going to current approver has from email address has current users email address. If approval has multiple steps, each step notification will have ...
3
votes
1answer
262 views

How do I make approval comments mandatory?

I have a trigger to make rejection comments mandatory. I have many records that have already been approved/rejected without comments. When a user attempts to reject a record that has already been ...
2
votes
1answer
268 views

Approval process step field update doesn't appear in same step's Visualforce email template?

Two step approval process on custom object Foo__c initial value of Foo__c.Status__c is 'Submitted' Approval Step 1 actions are threefold: Field update on Foo__c.status__c = 'Step 1 approved' Text ...
1
vote
1answer
231 views

How to create and attach PDF upon approval through standard email approval process

I have a scenario PDF needs to be created and attached the same to custom object upon user approval. Users will approve through email approval process. Challenges: Create a PDF using visualforce ...
2
votes
0answers
62 views

Error message while trying to launch approval from apex plugin from Visual Workflow - NO_APPLICABLE_PROCESS

I've seen others with similar problems, but not a lot of solutions. I have created an approval process that has no filters on entering or restrictions, and am calling it like so from an apex plugin ...
2
votes
0answers
413 views

Editing child records when master is locked in master-detail relationship

When creating a custom master detail relation with oppty object I get to see the sharing setting, which is not available with standard out of box master-detail relation like quote and oppty. Does ...
1
vote
0answers
106 views

What are the required permissions to Approve a record in salesorce?

I am submitting a record to Approval through Apex code. I want to check if the User has the access to Approve record. Does the User needs to have edit access on that record?
3
votes
0answers
92 views

Difference between static and dynamic approval processes

Can anyone answer to the following questions: What is static approval process What are the limitations of static approval process Purpose of Dynamic approval process Differences between static and ...