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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15 views

Approval bypass

I want to set the below condition in my approval process. 1) Billing is a picklist (Bill/Non Bill) Is there a way to bypass the approval process if the timecard is non-bill and has a case number ...
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15 views

Prevent approvers to "Reassign' requests to the record creator

I have a scenario where I need to prevent the approvers from reassigning the requests (by mistake) to the record creators themselves. Any help would be greatly appreciated. Thanks
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38 views

Workflow/Approval

Email notification to be sent by SF to “X User” for any change in Stage, Total (It’s a custom Field -> Formula -> Currency) and Close Date in the opportunity table for all opportunities that are owned ...
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23 views

Hide Submit for approval button from Approval history area [duplicate]

How to hide submit for approval button from approval history area when stage level changes from one pick list value to another. Solution with me at the moment is creating two differrent record type ...
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1answer
13 views

users have ability to approve/deny their Approval process

Regarding the SFDC approval workflow, only a certain user and his delegates should have the ability to approve or deny these requests. However, when I am logged in as the 'Rep' user I am able to ...
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24 views

Update only one field from VF page to opportunity after calling approval process dynamically

I have an approval process on opportunity where i'm updating some fields in opportunity. Im calling this approval process dynamically using apex code where fields are updated after calling approval ...
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28 views

Approval Process Error: Too many retries of batch save in the presence of Apex triggers with failures: Number of retries: 2

I have an Process Builder process that submits a records into a Approval Process. It only seems to work without error if I have no entry criteria. If I have any criteria added to the Process Builder ...
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1answer
21 views

Visualforce Email Template Related Info

I have a template for a Custom Object Business_Trip__c with Child relationship to Event via Custom Lookup. I want to show related meetings. Template below: <p><b>Planned ...
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1answer
16 views

Visualforce Template with Custom Event Relationship

I have a custom lookup field on Activities to Business_Trip__c, allowing linking multiple meetings to one trip and to the visited Accounts. I want to create an VF approval template for the proposed ...
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1answer
24 views

Deploy Approval Process using Mavensmate

I'm trying to deploy an approval process to another production org using Mavenmate deploy to server. My problem is that the approval process I'm trying to deploy has an assigned user in the approval ...
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0answers
16 views

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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1answer
61 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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1answer
24 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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32 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
45 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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0answers
27 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? ...
2
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1answer
37 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
67 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 ...
3
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1answer
48 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 ...
3
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2answers
31 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
30 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
32 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
24 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
40 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
53 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
53 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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0answers
57 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
57 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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0answers
50 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
47 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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0answers
66 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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35 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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24 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 ...
1
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1answer
375 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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0answers
31 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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29 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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0answers
61 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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0answers
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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0answers
63 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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0answers
31 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
139 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" ...
0
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1answer
128 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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0answers
47 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 ...
2
votes
1answer
127 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 ...
0
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1answer
36 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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0answers
89 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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0answers
47 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
106 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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0answers
73 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
71 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 ...