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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21 views

Reject a record automatically

Is it possible to reject a record automatically if it hasn't been approved after a few days say a week? Ex: I have a record which is sent for approval a week ago and the manager hasn't approved it ...
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1answer
25 views

Approval lock/unlock with APEX

I am in Winter '16 and trying to unlock and lock a record in APEX and I am getting the following exception FATAL_ERROR System.UnexpectedException: Apex approval lock/unlock api preference not ...
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12 views

Custom App Security Model

I have an app that has a number of custom objects that are linked with a master detail relationship model. The app needs to be generic as I won't know the security setup up front. The app is also ...
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1answer
26 views

Multi - Step Approval Process

I have a requirement which I am stating below: 1) when Amount < 100 - Automatically approve the record. 2) When Amount > 100 - Following is conditions: a) Notify to member called PD if PD ...
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7 views

Which platform features are available when using Authenticated Sites

Which platform features are available when using Authenticated Sites ? Are Approval Processes and Flows available ? Can we create approval processes on Custom Objects ? Are Authenticated Sites same as ...
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16 views

Approval Process Customization

I have a requirement where the approver can send the record back to submitter to Rework as well besides Approving or Rejecting. Records can be Approved, Rejected or sent back for Rework. How can ...
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2answers
65 views

Unable to cover Test class on Approval process. 69% covered only

public with sharing class T_ApprovalUnderConditionClass { public string comments{get;set;} public Opportunity oppty {get;set;} private string id; private List<Id> prosInsIds = new ...
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1answer
26 views

Test Class for Approval Process

I am trying to set up a test class to test a Visualforce page button which, when clicked, submits a custom object record to an approval process using a controller method. When I try the test below, I ...
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2answers
41 views

Can I build a custom button to submit a opportunity into approval process?

Is there any way to create a custom JS button that will push a opportunity into one of my specific approval processes? Thanks!
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3answers
32 views

How to add a user to a running approval process?

Imagine 1000 Contacts x are in Approval Process z. How would I then add a user 'Ryan' to the existing approval processes to help the approver 'Carla' finish all these? Any help greatly appreciated!
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11 views

Approval process translate email

Is it possible to translate the approval emails that Salesforce sends when a user has approved or rejected the approval process? Thanks Nawshine
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13 views

Push notification triggered by approval process

I need a way to trigger push notification when a approval is assigned to a user. I have set up everything neaded for push notification and can send push notifications from execute anonymous. I cant ...
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1answer
15 views

How to change the Workflow approval submitter from apex code in test class?

I have an approval process for which the intial submitter who creates the opportunity is to be 'Raj'. When I write the test class for it I assign the opportunity owner using a soql query op.owner ...
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1answer
15 views

Validateid method the else block is not working i want to check with wrong id and display error message

Validateid method the else block is not working i want to check with wrong id and display error message public with sharing class ContactDetailController { private ApexPages.StandardController ...
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1answer
16 views

Approval Process Entry Criteria validation messages

Is it possible to create messages to the user telling them why they have not met the Entry Criteria just as you would for a Validation Rule ? ie : "You cannot Submit this for Approval because the ...
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0answers
24 views

On Approval: Process Builder flow updates parent field but Workflow rule with same logic doesn't

I have an Approval process page on a "Variation" object that basically allows users to make variations to things related to the parent Opportunity. When there is a variation waiting to be approved ...
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15 views

How do I add users to the approval process via APEX

I need a way to add users to the Approval Process via a trigger because users selected to approve will be based off of criteria set on the record. This results in having several combinations and goes ...
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1answer
36 views

Why only one hierarchy field on User object can be used as an approver? This results in additional work for setting up multi-level approval process

We can avail only 1 hierarchy field (Manager or custom hierarchy field) for defining the approver in an approval step. If I have to setup 3-level approval process for opportunities or expense reports ...
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1answer
34 views

Enable checkbox Delegated approver

In approval process i need to select checkbox for Delegated approver but i am not able to see this option when i open existing approval process for an custom object Promotions. could any one help me ...
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4answers
110 views

Remove Records From Approval Process In Bulk

I've got some records that were accidentally entered into an approval process that I want to remove - I keep running into governor limits when doing so. The approach I'm taking currently doesn't feel ...
1
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1answer
75 views

Field updates that are executed as approval actions don't trigger process

I am updating a checkbox field "Is approved" when a record is approved by approval process. When this field is updated I want to trigger an action that create account record. However this is not ...
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1answer
49 views

How can i lock related list of objects once submit the approve button?

I have object called opportunity and related object obj1,obj2.Once I submit the record in opportunity I need to lock the related object obj1,obj2.How can we implements this issue. Please can any one ...
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0answers
37 views

How to create custom email template, to approve/reject through mail reply?

I have a requirement where approver have to approve or reject or Approve Under condition the opportunity record through mail reply. Means, If approver want to approve the record under condition, he ...
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36 views

how can we add custom button in “Approve/Reject Approval Request” while click on Approve/Reject button from Approval history??

i need to add custom button in "Approve/Reject Approval Request" while click on Approve/Reject button from Approval history? Please refer below screenshot
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2answers
41 views

Submitting Opportunity For Approval With Apex

I've followed instructions here to submit records into an approval process. This seems to be running fine without errors, and my debug logs have confirmed the submission has occured: 16:50:09:101 ...
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17 views

Approval Process with manually selected approver not sending Approval Assignment Email template

Above is a screenshot of an approval process on a custom object. I recently switched the assigned approver from the User's Manager field to the option allowing the submitter to manually select an ...
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1answer
35 views

How to get Approval submitted Date for the existing data

I have a requirement where I want Approval Submitted date for existing data. I tried Field Update on Approval process, and put formula Today() and apparently I got the Approval Date but it is working ...
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1answer
22 views

Update pick list value as an approval action

I have an approval process which an triggers whenever a pick list field value is changed. on rejection the pick-list value should be set to the prior value on approval to the set value. I have managed ...
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31 views

Send all attachments in a record upon Submitting

Is it possible to somehow send an email which will contain all of the attachments which are in a record when a user kicks off the Approval Process ? I would like to have an Approver of a process ...
1
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1answer
44 views

Record locked when updating value via Apex when triggered from Process Builder

So I have an Apex method running off the process builder but when I try to update a record via the invoked method it says the record is locked. Perhaps the reason it won’t update is because the ...
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0answers
9 views

Approval process email send email to approve-rs as record owner

When Approval process send email to approvers, from field contain record owner. Instead of something.something@salesforce.com. Please assist, how I find where this from field coming and how it can be ...
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5 views

Quote approval restriction between different groups

I have an approval process for approving quotes. My requirement is to allow users of a group to submit quote for approval of each other's in that group only. I have different groups, group A, group ...
2
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0answers
69 views

Recall approval process by apex

I am attempting to recall an approval process with the following Apex code: Approval.ProcessWorkitemRequest pwr = new Approval.ProcessWorkitemRequest(); pwr.setAction('Removed'); ...
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23 views

Approval process - seek approval from case owner's manager in later steps

I am preparing an approval process. The problem i have is i want approval to go to case owner's manager in Step 3. But it takes the manager of Step 2 approver. Step 1 - Approver is a specific user ...
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1answer
28 views

Trigger to add opportunity and Account name to “Items to Approve” “Description”

We have a custom object (sales_credit__c) that is related to opportunities, and can be submitted for approval. As documented, the fields that can be included in the "Items to Approve" list is very ...
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0answers
31 views

How to create contact approval history

When the portal users are registered successfully, in that situation user is add to contact of particular account. Here Account owner is changed(not Admin user, we need to change manager user),In that ...
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2answers
376 views

We need to confirm that your request is valid. Please repeat your last action

I had created a simple custom button to submit a custom object to an Approval process with a URL: <a role="button" class="btn" style="text-decoration:none;background:#99C299; ...
1
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0answers
118 views

invoke approval process using custom button

On Case object, i have 3 approval processes (AP1, AP2, AP3). I want to create corresponding 3 custom buttons to invoke respective approval processes. I know how to do it via javascript button. But i ...
2
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2answers
82 views

Invoke specific approval process

I am a bit new to salesforce. Working with approval processes for the first time. On case, i have 3 approval processes (AP1, AP2, AP3). Is there a way i can invoke a specific approval process. One ...
1
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1answer
49 views

Reassign approval request in Apex

I have a scenario where I want to 'reassign' the approval request to a certain user if a certain condition is fulfilled. Also during the reassignment I want to update Comments that would be readable ...
0
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1answer
16 views

Capture Approval Date

Please help. All my account needs to undergo approval process. I need to create a field in Account to Capture the approval date under Approval history section. Thank you in advance.
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0answers
76 views

Submit & Recall Approval Request button is missing on vf page

I have custom vf page which included the approval process as related list. <apex:relatedList list="ProcessSteps"/> I can't see Submit & Recall Approval Request button even I'm a system ...
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0answers
29 views

multiple approval process and required to enter all of them

my scenario is that i need 2 approval manager to approve my record based on different criteria/reasons. i created 2 approval process Order:1 - approval process entry criteria: - reason 1 check box = ...
0
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1answer
120 views

Process builder is not triggering

I have created a wf rule with time based action which will run after 1 hr rule triggered date and update checkbox send_Email__c to true. In process builder i have added the criteria is if ...
2
votes
1answer
75 views

Approval Process - Error need to change/delete

I don't want to show the error message page/url when the record doesn't meet the criteria. I want to de-activate the "Submit for Approval button", if record doesn't meet the criteria.
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1answer
54 views

Attach dynamic PDF to email in Approval Process

I have a requirement in which when record gets approved in approval process, On final approval action an email sends to an user. I have a visualforce page which is rendered as PDF I want that ...
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0answers
75 views

Urgent--Need to Get Current Assigned User(Actor ID) from Aproval history

I am trying to use the below relationship query in order to get my final Aproval history data.. Select id, p.ProcessInstance.Status, p.Actorid.p.lastactor.name, ...
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1answer
216 views

How to query recent approver name from Approval history?

How to get a recent Approver Name (only Recent Step Approver Name ) from Approval History. I am trying using below SOQL this but no success: SELECT id, p.NodeStatus ...
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2answers
59 views

what is initial submission in approval process? [closed]

what is initial submission in approval process? Without clicking on submit for approval can i send it to approval process? Can u please share steps
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3answers
62 views

Salesforce approval process by replying to custom email template

With the option 'Enable Email Approval Response' checked, you can approve to text email by replying 'Yes','No', 'APPROVE', 'REJECT',etc. Is possible to reply your approval or rejection on an email ...