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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29 views

Process Builder works only when the record is being edited,Initial Creation throws error

We have a process builder which auto approves a quote based on a specific approval process with a criteria defined as discountpercent__c > 2.Wherein the field discountpercent__c is a rollup summary ...
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1answer
25 views

Why does ProcessInstanceNode not appear in the Entity Relationship Diagram?

In the following linked image is the Salesforce ERD for Process objects: However I can't understand why I can use the following subquery to get a "invisible" child object for process: [select Id, ...
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13 views

Create a new step in approval process with Apex

I have an already existing and fully defined approval process activated on an object. I have the following code: public static void submitSplitApprovalStepOne(Id recordId, String firstApprover){ ...
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1answer
11 views

Is it possible to auto submit the approval once the filter citeria is met?

We have a new approval process with filter criteria set as opportunity discount greater than or equal to 2.0,Only then the submitter is allowed to submit the approval.Is it possible to auto submit the ...
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0answers
20 views

How do I keep track of approval processes via apex?

I have an approval process in my organization, created and submitted via Apex. public static void submitSplitApprovalStepOne(Id recordId, String firstApprover){ approval.ProcessSubmitRequest ...
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1answer
20 views

Trigger Approval Process

I created an Approval Process but I'm not aware how to trigger such approval process. What I would like to know is how to trigger the Approval Process when Opportunity stage = 'Proposal Submitted for ...
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1answer
17 views

Unlock opportunity object during approval process

I have an approval process for Opportunity object. In the beginning of the approval process the Opportunity is locked and in the end the Opportunity object is unlocked. What I want to achieve is the ...
3
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1answer
10 views

Internal Server Error (gack) Submit for Approval - VF Email Templates

Use Case: Approval Process on custom object Approval Assignment Email Template: Visualforce User clicks Submit for Approval, SFDC responds with Internal Server Error. Question will be self-...
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27 views

Changing approval process approvers via Apex

I'm trying to change the approvers for an approval process via Apex. Ideally I want to dynamically set 2 unanimous approvers through code, but I can't figure it out. I have the following code: ...
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1answer
9 views

Replacing an Approval step with an email alert

I have an existing five-step approval process on a Quote object, where the first step is Manager approval for various discounting or exception scenarios. I want to remove this first approval step (and ...
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0answers
39 views

Unlock programatically opportunities during approval process [closed]

I have an existing workflow and some part of the workflow involves approval process for opportunities. During the approval process Opportunity object is locked. The unlock takes place at the end of ...
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1answer
21 views

How to Query the “Assigned To” field form Proces Instance

I want to query the "Assigned To" field from Proces Instance. How can i get the "Assigned To" field from Approval Process. Actually I have to list out all Approval process which is assigned to ...
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2answers
19 views

How do you loop through the User object to then update a custom field on the Account record that the flow was launched on

I have a VWF that begins is launched through a custom button on an Account record. There is a screen input element where an end user inputs a value. I need to know how to loop through all of the User ...
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33 views

Unlock a record locked by approval process

Upon submitting for approval the Opportunity object is locked. It remains locked until the end of the approval process. Please advise how to unlock the Opportunity for particular group of users after ...
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1answer
21 views

Post approval action on Knowledge articles

I have a business requirement as follows: When a knowledge article gets approved, the article title, subject and article link to be posted on chatter and will be available to specific group(s). I ...
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1answer
31 views

Approve and unlock a record after some time

I have a scenario where I have to auto approve a record 30 min(say) after submitting the approval and the record should be unlocked. I planned to do this by using workflow rule and a trigger ...
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1answer
23 views

How to get name of the approver in Email template

Hi friends i'm new to approval process. I stuck in a place where i need to send an email to the sales rep with either approved or rejected with whom approved or rejected. I had created a email ...
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1answer
15 views

Making Approval Comments Mandatory Without Code

I know that it possible to set the approval comments mandatory using an apex code. I will be glad to know if there is a solution to make approval comments mandatory without using a code?
2
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3answers
160 views

'Unlock' button in Salesforce Approval process?

Can someone please tell me the significance of 'Lock/Unlock' button in Approval process. I was just trying to create an Approval process on a Custom object as part of testing and did a very basic ...
0
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1answer
27 views

approval process assign to user queue

I am creating an approval process(standard setup wizard). The issue is in the step 3 of, "Specify Approver Field and Record Editability Properties".I want to assign the process to a user queue but I ...
0
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1answer
23 views

How to update approver comments in opportunity object

My requirement is to copy the approver comments in the Opportunity Level Field When the approver approves the record with comments.I have to update in opportunity level. Is there a way to achieve ...
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1answer
23 views

Process builder is not firing based on approval process field update

I stuck in a place where in approval process i have a field update. So based on this field value i run a process builder.But approval process is working fine.But the process builder is not working.If ...
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0answers
25 views

Create an approval process for specific conditions

I got a requirement in approval process.but i'm in new in that.Icreated an approval process but i stuck in a place. My requirement is like i have three fields called unitprice activationfee and ...
0
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1answer
39 views

System.DmlException: Process failed. First exception on row 0; first error: MANAGER_NOT_DEFINED, Manager undefined.: []

How to set Manager on test class for approval manager Profile p = [SELECT Id FROM Profile WHERE Name = 'System Administrator']; User u = new User( Alias = 'testu', Email ...
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1answer
25 views

How to approve a record with in a email itself

Hi friends i'm new to development.I got a requirement to approve a record on a certain basis.So, we create an approval process for that. But now i got a requirement like the record needs to be ...
0
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1answer
42 views

how to create the object processInstance in test class

how to create the object processInstance in test class? System.DmlException: Insert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [...
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0answers
15 views

Approval process_Email Tempalte

We Make approval process on 2 record type- 1-New Campaign 2-Money Addition Both Approval process criteria different- 1-New Campaign But Assigned Approver are same and email template is different. ...
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2answers
85 views

Query Current Step Number for Approval process

Is it possible to retrieve the current Step Number for an approval process via a query? If so how? I don't see this as available field in the ProcessInstanceNode object. Thanks!! Looking for Step ...
2
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1answer
42 views

What are the picklist values for ProcessInstanceNode.NodeStatus?

According to the API documentation (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_processinstancenode.htm) the statuses of of an approval instance node are Started, ...
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1answer
35 views

Approval Process Status in Visualforce Page

Is it possible to pull the Status field of an approval process into a Visualforce page that is only using a standard controller for a custom object? I tried using {!Custom_Object__c.ProcessInstance....
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0answers
26 views

Send emails to all approvers when a approval is rejected

Is there a way in the approval to only send emails to to approvers when an approval request has been rejected? This should only be sent to the people who are in the approval path and maybe they had ...
0
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1answer
29 views

is there a programmatic way using APEX to define approval process on OpportunityLineItem or OpportunityProduct

I am getting following error. Any help is appreciated EXCEPTION_THROWN|[12]|System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable ...
1
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1answer
55 views

Retrieve current approval process step name from ProcessInstance Steps

I am attempting to retrieve the current process instance step name based on the processInstance step but cannot figure out how to relate this to the processDefintion / ProcessNode. My understanding ...
0
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1answer
16 views

Approval process email current approver

I am trying to send an email to the current approver to an approval process. From the approval process's page I select Add New->Email Alert. From there I cannot find a way to select the current ...
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0answers
24 views

What steps to follow for the below approval process when there are multiple flows?

I am new too this process. I have an approval process where the flow needs to be divided multiple times. Can any one help me on this, how i should proceed to cover both block 1 and block 2 in this ...
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2answers
28 views

Unlock a record when submitting for approval

Is it possible NOT to lock a record when submitting it for approval? I cannot find any setting where I might be able to change this. Any idea? Tia, Lily.
0
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1answer
98 views

Approval Process error : MANAGER_NOT_DEFINED

I have an approval process in place for object K__c. In this approval process Next Automated Approver Determined By : Manager of Record Submitter Now I want to set the Approver to a particular user ...
1
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1answer
28 views

Unable to Submit for Approval

I have a custom object K__c with OWD setting Private and with Grant Access Using Hierarchies set to true. There is a record k1 with owner u1. u1 has role r1. Manager of u1 is u2. r1 reports to ...
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1answer
71 views

Press button from apex trigger

what i'm trying to manage, is have trigger that will execute submit for approval button. So far i made a trigger that automatically submits record for approval, based on fields value, but what I ...
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1answer
14 views

How to add Actual Approver in Approval History in Report?

Can someone please tell me how can i add Actual Approver in Approval History Report ? Thanks in Advance..
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0answers
32 views

Can we call approval process from after trigger(update and insert) on Opportunity Product

I need to validate Opportunity Product related list record's details before added to opportunity. If not valid details I need to call approval process. If an approver approved 'opportunity product ...
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2answers
51 views

Professional Edition Trial Version Limitations

Currently I'm on Enterprise Trial Version (30 days) edition of Salesforce. I want to move to Professional Edition! Salesforce account manager has confirmed that they cannot downgrade to Professional ...
0
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1answer
24 views

Need Start time & End time of Approval Process in Opportunity Object

Can anybody please tell me how to show start Time and End Time of Approval Process in standard Opportunity Object ? i need that thing to track flow of Opportunity in Report. Thanks
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1answer
20 views

Approval process - Initial Submission Actions after rejection

I'm creating an approval process and I have the following issue. Once the opportunity gets rejected for example at step 3, it goes to status rejected. Fine. But once the user wants to submit again, ...
0
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1answer
98 views

error when trying to approve request

hello i created a trigger who auto submit the approval request into the approval process. when i create opportunity with the entry criteria of the trigger and the procces i get to approval requeset if ...
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0answers
38 views

approval request sent multiplied

i write this trigger to auto submission approval request: trigger OpportunitySubmitForOrderListApproval on Opportunity (after update) { for (Integer i = 0; i < Trigger.new.size(); i++) { if (...
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0answers
17 views

No approver post 'else approved' - Auto Approvals [duplicate]

Is there a way to not specify an approver when the "else approved" kicks in. I purposely wrote an opposite condition so that it would always auto-approve- so why specify an approver? Is there a way ...
3
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1answer
73 views

Approval Process Instance - Status question

I am trying to build a trigger that runs directly after a Salesforce approval process is submitted. Basically, I am trying to copy the approval information into a separate custom object that will ...
2
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1answer
99 views

Parallel Approvers

In Salesforce Approval process, can we have parallel approvers ? . And the approval will proceed to the next step only after getting approval from all of them ? For example, A and B are approvers. ...
1
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1answer
39 views

Replacing save button with submit for approval in the edit page

I want to replace the save button with submit for approval in an edit page of record. So that every time a user tries to edit the record then it won't be saved right away rather it will be submitted ...