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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41 views

Approve/Reject many Records at once via Apex

I have an idea of approving/rejecting multiple records via apex. I read from https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_process_example.htm and I was able to ...
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16 views

Change in field created by Approval process can`t call process builder

My approval action in approval process is changing field value to "approved". But this change can`t call process builder. Why? Is it possible to solve this?
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5 views

Reg : Approval Process on content object [closed]

I have a requirement like i have to create a approval process on content which is not support by sfdc, may i know how can we implement this.
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16 views

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error during approval process

I have a custom object where a user is approving or rejecting a record. The approval process is being done through a Visualforce page where the user clicks on the submit button and based on a picklist ...
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31 views

Using User 's Alias/Username in Workflow/Approval Process Entry Criteria & Validation Rules

Many time we have some requirement in Approval Process field Criteria, Workflow Entry Criteria and Validation rules where some checks are required specific to users. For e.g. Take Some workflow ...
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17 views

Approval Process: Totally approve by approver 2 if approver 1 does not approve after 2 days

I dont know if this is possible. I want to create a workflow of 2 approvers(step by step wherein approver2 can only approve if approver 1 already approved) however, if approver 1 did not approve it ...
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24 views

Initial criteria of approval process to validate child records

The approval process on parent object should check number of child records and greatest of discount percentage on them, I could create roll up summary fields but our org has exhausted limits. The ...
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34 views

Migration between unrelated orgs

Hi I will have to migrate code,reports and metadata between 2 unrelated orgs and I have concerns regarding few components. reports I remember having problems while deploying report folders. I had to ...
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31 views

How to find and remove data records associated with an inactive approval process?

I have a custom field that is referenced by an Approval process, long since deactivated. However when I try to delete the Approval process, I get: Cannot Modify Active/Once Active Approval Process ...
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1answer
35 views

Delegated approver not able to approve

I have a delegated approver who has Modify All access to an object, the object has OWD of Public Read/Write but when the approver tries to approve, I get an error saying Insufficient Privileges. Am I ...
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23 views

How to get Approval submitted Date and Time for the existing data

Have written this code for to get Approval submitted Date but getting an error Incompatible value type Datetime for Map<Id,Date> Please help me anyone here. Map<id,Opportunity> accounts ...
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1answer
20 views

Automation on Approvers depending on the amount of tasks of different approvers

The Approval process is very easy, only one step. The one step is now assigned to a queue. Now, the business requirement changes. Let's get rid of the queue. We still have a group of people as ...
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29 views

Why can Standard User create a child object for a Parent record that is locked by an Approval Process?

The setup is that we have a Custom Object that is Parent to 16 different Child object types. When we "Submit for Approval" the process automatically locks the record (by default, per standard ...
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1answer
70 views

The record couldn’t be saved CANNOT_EXECUTE_FLOW_TRIGGER

I am trying to Complete the Trailhead Challenge of Chatter basics (Approving Records from the Feed ) While checking the Challenge I am getting Error Challenge Not yet complete... here's what's ...
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1answer
61 views

Query user's Items to Approve?

I need to create a new section on a custom landing page that gives the User a list of objects that they can approve, as they are a member of a queue being submitted to. The closest I can get is this ...
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35 views

Change Approval Request Email Template / from Address

I know that when a record in an approval process is in pending, the organization receives an email that has the link to approve/reject the record. I tried finding where in salesforce can I edit the ...
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1answer
31 views

N>Help how to change Overall Status Text (Approved,Pending,Rejected)

How do I change the label of approval overall status? Is it possible if the overall status label is based on a picklist field on the object of the approval process? ex. Approved => Accepted , ...
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1answer
47 views

Building custom VF approval page Query Issues

Some questions on displaying on what I can show in querying the Process. 1 - I am running into limitations on pulling in more fields in my query. public List<ProcessInstanceStep> getSteps() { ...
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1answer
78 views

Approval Process Error in Apex test code

When i run the test class in Apex Test Execution,the test methods get passed ,but the code coverage is just 50% displayed in the developer console.Error message when i add the approval process line. ...
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20 views

Approving multiple requests with a single Approval

I have a scenario in which my users will be making multiple requests at one time. Essentially they want to make a requests to change a bunch of things to what is a type of customer profile. Each one ...
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2answers
51 views

Multiple Approval Processes for different Record Types

I've never used multiple Approval Processes for the same object. I have a case now in which I would want a different process to run based on Record Type. Is it just a matter of making multiple ...
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58 views

Override the 'Approve/Reject' button

Is there anyway I can override the 'Approve/Reject' button with a VF page so that when I click on the button, I'm taken to a page where I can enter custom data? There seems to be no documentation on ...
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1answer
30 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
191 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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0answers
18 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
37 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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29 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
94 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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45 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
77 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
38 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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13 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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0answers
16 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 ...
0
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1answer
25 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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35 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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40 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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21 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
70 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
63 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
135 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 ...
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1answer
180 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
89 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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49 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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72 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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54 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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41 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
52 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
27 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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34 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 ...