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 ...

learn more… | top users | synonyms

2
votes
1answer
30 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
13 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
21 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
12 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
50 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
46 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 ...
4
votes
1answer
52 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
30 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
14 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 ...
1
vote
2answers
44 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
26 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
87 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
88 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
34 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
47 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? ...
2
votes
1answer
254 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
127 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 ...
5
votes
1answer
258 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
77 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
126 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
166 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
71 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
85 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
118 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
50 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
37 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
108 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
162 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
143 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
146 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
57 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
241 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
58 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
83 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 ...
1
vote
1answer
250 views

Can we get approval process fields in Visualforce email template?

Can we get approval process fields in Notification (Visualforce)template? if yes, how to get the current approver? I need to change the email verbiage based on the approver.
1
vote
1answer
155 views

Limitations of Dynamic Approval process [closed]

What is Dynamic Approval Process(with an example)? What are the advantages and limitations of dynamic approval process.
2
votes
2answers
174 views

Sent CC and BCC in approval process notification email

I have a scenario that user will approve records through email and added to approver some other user will also notified in the same email. As content also varies I Planned to user visualforce ...
2
votes
1answer
369 views

Can I call salesforce metadata api from apex code?

We have a requirement were all customer orgs should get approval process. So we are planing to create a post installation script and use salesforce meta data api to create a approval process. Is my ...
6
votes
1answer
621 views

How to deploy approval process using ANT/Eclipse in salesforce

I am trying to deploy approval process to cutomer Production orgs. It is difficult to do the manual creation of approval in each customer org. Anybody know this can be done by ANT/Eclipse ? Thanks in ...
3
votes
2answers
194 views

Approve record through email: from/Reply address has only current user email address

i am implementing the approval process where the user will approve/Reject through email only. I have enabled all the required configuration in Sandbox (Developer Pro). Enabled 'Enable Email ...
1
vote
1answer
544 views

Getting Error while submitting approval process through Trigger

I am using custom button to submit for approval process. In the custom button I am validating lot conditions usin gJavascript API, if everything satifies then it will change the Status = Under ...
6
votes
1answer
174 views

Can I update a locked Record using Partner API?

I have the following implementation: 1) Users create a process in SF, when the process is ready for the financial department they submit for approve. The record is locked. 2) When the approval is ...
2
votes
1answer
102 views

How can i grant System Admin like permission to a user to Accept/Reject records

I need to create a custom setting like "Admin for Approval" and need to assign this setting to a users. Now every user that owns this custom setting will behave like Admin user for approval process ...
2
votes
1answer
259 views

Records retaining lock when recall of approval process is complete

I have a custom object called Journal and they have line items. There is an approval process on the journal and the journal in question was in the approval process. The process was recalled and the ...
5
votes
2answers
647 views

ProcessInstanceWorkitems not created when running an Approval Process unit test

We have code that will submit an Opportunity for approval when saved at a certain stage. When I do this manually in the UI I see the Opportunity is submitted for approval. I can query the ...
5
votes
3answers
442 views

Submitted user is also getting Reassign | Approve/Reject button on record

I am new to Approval process and i am facing a problem and don't know why is this coming and how to fix this. In my application opportunity has a field name is PIC(user look up) who can submit a ...
6
votes
1answer
127 views

How to block rejection through email in approval process?

I have a scenario that approvers can approve the records through email, but they should not 'Reject' through email. Is it possible to achieve this through standard salesforce functionality? or any ...
2
votes
1answer
446 views

REQUIRED_FIELD_MISSING error when Approval Process set to Manually Select

I have an Approval Process that is programatically created. When the first (and only) approval step Assigned Approver is set to a specific user, or group of users, the process works fine. However, ...
2
votes
1answer
271 views

Approval Process Rejection Alert to Initial Submitter

We have approval processes in place for our Knowledge Articles. We have to have a different approval process for each article type. The business process allows for anyone to submit an article for ...
2
votes
1answer
82 views

Can we add new picklist value in Approval Status?

I want to add a new value in picklist field of Approval 'Status', if we add a comment on Approval then the Status should be "Approved with modifications". Please share you ideas on that.