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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Getting approval comments in trigger

I have an approval process that updates the status on an object. Then I have a trigger on that object that says if the status is changing to "Approved" then go out and get all the approval steps ...
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21 views

Track Actual Approver of Approval Process - Process Builder /Flow

I have an Approval Process on Case object. I would like to track the name of the Actual Approver on a custom field 'Actual Approver Name' once a record has been Approved. Any ideas on how to carry out ...
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16 views

How does approval through email work

How does salesforce know which record is being approved when approving/rejecting through email. I have an ask to take the content of any email sent throguh the approval process and make it a post to ...
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24 views

Approval Process reject behavior

I have a following scenario for approval process: Step 1: 2 approvers(Unanimous approval required) Step 2: 4 approvers(Unanimous approval required, Reject Behavior:Go back 1 step) Step 3: 1 ...
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2answers
31 views

How to create a serial approval process?

I need to create an approval process that should be handled in a serial manner. The criteria is based on the sale amount (and not on the discount - which I feel gives me the trouble here) Step #1 - ...
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24 views

Catch for Approval process

I know approval processes can skip validation rules - does anyone know if there's a way to send a mistakenly approved object BACK a step in the process - via workflow, process builder or trigger? ...
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1answer
25 views

Change Label of Approval Button

Can I change the name of the buttons associated with Approval Workflows? I am using Approval workflows. The standard button says "Submit for Approval". Is it possible to change the words on that ...
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1answer
52 views

Test coverage for ApprovalProcess

I want to instantiate Approval.ProcessWorkitemRequest in my test class. I am creating Approval process for that. Account objAccount = new Account(Name = 'Test Account',BillingState ='LA'); insert ...
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1answer
43 views

How to find out which Approval Step has just been completed

In certain situations, I may have several approval steps for a Case which will be approved by several different users. I need my Apex trigger to complete a CaseMilestone, if a particular step has ...
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2answers
28 views

Approval process - action

Currently Approve/ Reject actions are available in approval process. We have a requirement where user wants another option, like Escalate. Is it possible to add custom actions to approval process? if ...
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1answer
17 views

How do I call the 'Recall Approval Request' via the Salesforce SOAP API?

I've been asked by someone to recall a lead approval request via the API (soap). I've been able to submit a lead for an approval via the API by calling the process method, and it appears from the ...
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1answer
27 views

Approval Process for OrderItem Object in Salesforce?

Does anyone know how to create a approval process for Object Order Product(orderitem) object in Salesforce?I can't find the names in the list of objects in the approval definition screen or find any ...
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1answer
18 views

Approval Process Dicrete conditions

I am new to salesforce and hence the below question might be naive for you. Say in the approval process my requirement is if the Discount is 10% go for approval to Mr. X. If the dicount is 20 % go ...
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2answers
39 views

What the process automation should I choose?

I am a beginner at Salesforce. I have an exercise to practice my Salesforce knowledge. The following is my exercise description in short: The application has one object that is used to store some ...
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1answer
38 views

The approval process references the workflow action FieldUpdate Some_Field_Update, which doesn't exist for the Some_Custom_Object__c object

While trying to deploy an approval process with the Salesforce Migration Tool, I get the following error: The approval process references the workflow action FieldUpdate Some_Field_Update, which ...
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1answer
41 views

updating parent object after record approval

I'm trying to update parent record when current record is 'finally approved'. I've master-detail relationship between parent child was trying to achieve this in following ways : 1) Firing Cross ...
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45 views

Multiple steps in approval process

I have multiple steps in approval process Updated from approval to next step (Still getting error) My requirement is if the max value is greater than 5 the it need approval. Eg :- if my max value ...
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1answer
45 views

Record editability in approval process

I have setup an approval process and set record editability to Administrator or Current Approver. When I submit a record for approval will it be automatically be shared with the approver? What if the ...
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42 views

Submit for Approval Url formula

My ultimate solution would be to have a formula field that can call the submit action for a given record so that I could kick off an approval process from a related list for the object. Basically I ...
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1answer
41 views

How to set the user to whom we need to send approval request.

I have a trigger from where I need to submit a record for approval. With that I also want to set to how it should send for approval. Is this possible to do from trigger.
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49 views

How to assign a record for approval to a managers manager

I have a requirement where I need to send a record for approval to the managers manager level. Eg: If A have manager as B and B have manager C. I have a condition that if the the qty is less than 10 ...
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24 views

Changed to New Approval Process, Quotes Using Old Process Will not ReSubmit

We changed the entire Approval Process recently. Quotes that were in the Old Process can not be submitted or resubmitted using the New Process. Quote was previously approved (with old Process). ...
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17 views

Approval Process - to different level

I have a requirement - their is a field called discount on opp product. I need to give approve the discount on the bases of the discount amount. When discount is Less than 5% - No Need for ...
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1answer
229 views

Approval Process Test Class

I have created a visualforce page which has records of pending approval processes and that page has buttons which approve/ reject a request. Please guide how will I have to write test class for it ...
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27 views

Field update in Unanimous approval process, after first user approves

Hi I am creating an approval process with one step and unanimous approval (from 3 users , selected on the go on the record,1 or 2 as well ) required . I want to update the status of the record to ...
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25 views

Cross-Object field update with an Approval process

Can we have a Cross-Object field update when an Approval Process is used? We have an Approval process on a detail record. Also we have a WF Rule which says if the record is approved the update 2 ...
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34 views

Default Submit for Approval button?

I created a custom object. I have not created any approval processes for this object but for some reason, there's a Submit for Approval button showing up while viewing a record for this new object. ...
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17 views

“Request for More information” in approval process

I have faced this scenario multiple times and have done some hack around. I am interested in best design to implement this. Using SFDC OOB approval process, user can only approve or reject the ...
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48 views

Cannot set Assigned Approver as ‘Queue:Queue_Name’ in Approval Steps of Approval Process using Metadata API

If the queue does not contains parent Object as supported Object but doesnot contains childObject as supported Object user can set Queue as approver for a approval process created on child Object. But ...
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29 views

Dynamic routing for approval process for multiple approvers.

I have a custom object "Subject" and related object professors. For example, Math is a subject record and there are multiple professor records for MATH. Professor record has a pick list primary ...
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1answer
103 views

Approval History Related List in Visualforce Email Template

Am wondering how to get usable info in the approval hisotry I can add to my visualforce email template. I have the below (UPDATED): <messaging:emailTemplate subject="Lead Final Approval" ...
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1answer
98 views

how to open the approval/rejection page w/ custom javascript button

How to I open the approval/rejection page for a record with a javascript button? {!REQUIRESCRIPT("/soap/ajax/20.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/20.0/apex.js")} ...
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38 views

Approval Process with trigger-Help

I created the trigger per this site Approval process with trigger. Trigger is // trigger AccountRecordLock on Account (after update, after insert) { for (Account a : Trigger.New) { if ...
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1answer
94 views

How to get the approver name into an HTML email?

This should be pretty easy but it's giving me bouts of grief. I need to get the name of the person that approved a record into an HTML email template, as there are several possible approvers and they ...
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1answer
28 views

Approval Process - Track Submitter of record

I am trying to track the 'Submitter' of an Approval process in Salesforce. Although I can who submitted the record when I check the Approval History, I cannot seem to create a field that will contain ...
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70 views

Apex Approval Process- approve a step and moving on to the next one

I'm trying to approve a single step in an approval process via apex, and then have it move to the next step in the Approval process. The problem that I'm facing is that I end up approving the entire ...
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43 views

Apex approval processes and the Approval Process ERD - ProcesssInstanceWorkItem

How should I conceptualize the ProcessInstanceWorkItem in this ERD? https://www.salesforce.com/developer/docs/api/Content/sforce_api_erd_process.htm What is it's role in doing Approval Processes by ...
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1answer
89 views

Recall Approval Process through Trigger and Controller

I need to unlock a custom object (Events__c) record when an Task is created. Hence I propose to recall the approval process when the Task is created by using an After Insert Trigger. Here is the ...
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60 views

Recall Approval Process through Trigger

I need to unlock a custom object (Events__c) record when an Task is created. Hence I propose to recall the approval process when the Task is created by using an After Insert Trigger. Here is the ...
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1answer
68 views

Approval Process Chose Approver Manually and Add comments

Is there way to add a comment box under the Choose Approver Manually in Approval process. This way for every stage in opportunity can have a separate Request or Note attached to that , and maybe ...
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1answer
115 views

Approval Process : Lock the whole Opportunity Including Notes and Attachment

Currently I have an approval process, that locks the opportunity and the record but the user, still can submit Notes & Attachments after. Is there a way to lock those as well?
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1answer
166 views

Automatically sending email reminders about pending approvals

I can not find any reference to this being a possibility. Is it possible in SalesForce to have an Approval process time out and a reminder (they don't approve it or approve it within few days) cause ...
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1answer
164 views

Trigger validation error message on Submit for Approval (Approval Process)

I have recently encountered an issue, which I do not seem to be able to resolve. I have set up an approval process that fires up if my PickList__c is evaluated true to the following value (or entry ...
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23 views

Can we have separate reject hadling for different queues of unanimous approval in Approval Process

we have a unanimous approval step that's being assigned to multiple queues. In case of rejection by any we don't want all the other queues to be notified instead we want to keep the approvals by other ...
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47 views

How to change the return URL in Approval Process??? Help

I want to change the return url to Home Page where all Items to Approve will be listed. I want to change the return url to Custom Page. My code: PageReference pr = new PageReference(url); ...
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57 views

Approval Process Question

Situation: We have an Approval Process on an Object. We start the Approval Process with two ProcessInstances(for two user) at the same time. One user(User A) approves and the status of the other ...
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68 views

Approval Process multiple steps issue

I need to create a approval process in following way: Lets say there are some formula fields department1, department2, department3 ...... department20 which populates as YES/NO based on some logic. ...
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130 views

If Else in Email Template

I am trying to mail merge using a string of if-else in a text email template. It seems that the system is unable to mail merge custom fields using if-else. ...
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1answer
50 views

Approval Process - How to get a visual on where a case is in an approval hierarchy?

Is there a way to get a "diagrammatic representation" of Visual workflow approval process (for Admin/Manager User login) as to get an insight on what step the current record is in the approval ...
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40 views

submission actions between approval steps

I have configured an approval process with 6 approval steps The entry criteria is based on the different fields in the opportunity. If the entry for the step is not fulfilled, it will go onto the ...