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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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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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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19 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 ...
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24 views

Calling Approval Process from Apex: No applicable approval process was found

I know other people are having trouble with this, but I haven't found that anyone has gotten a good solution for this. I'm trying to invoke an approval process on Opportunity via a button. The button ...
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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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9 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, ...
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40 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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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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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 ...
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37 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 ...
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1answer
79 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. ...
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24 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 ...
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26 views

Change sfdc Approval process email reply for wrong spelling APPROVED

When we use approval process, we can approve through email. This is my question, because we can reply wrong spelled word in email, how can I modify the salesforce reply if the APPROVED word is ...
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16 views

Commenting configuration changes

When I have to do "strange" things in code, I comment it. Salesforce has introduced many places for declarative business logic (e.g., Process Builder, Flows). Is there any way to add comments near ...
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1answer
21 views

Quote Trigger for Approved Quotes Only

Looking to add a trigger to prevent an "Approved" Quote from being deleted but at other stages you can delete the quote. The other stages are "Not Submitted", "Pending", "Rejected", and "Recalled". ...
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1answer
21 views

Approval Process submit for approval in bulk error

I'm trying to detect which record caused an error when the Approval.ProcessResult process results in an error. The problem that I am having is I cannot relate this error back to the original record ...
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1answer
48 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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19 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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21 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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2answers
36 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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18 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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1answer
29 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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2answers
39 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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1answer
45 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
41 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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25 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
21 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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116 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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74 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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40 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
39 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
57 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
82 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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23 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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61 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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81 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
291 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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19 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
40 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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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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102 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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49 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
92 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
40 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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14 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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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
28 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 ...