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

0
votes
1answer
15 views

How to delete an Approval Process

how can we delete an apporval process. I have an apporval process on a object and, I can see only one records in Process instance related to this object. i'm not able to delete the record from ...
2
votes
1answer
25 views

Email Alert : Rejection Comments

I have a rejection notification email template that is using the merge field '{!ApprovalRequest.Comments}' to display the rejection comments as entered by the user. The rejection comments are ...
0
votes
1answer
24 views

Can approval process is add in package or not?

We don't add package in approval process, for that we create a custom object and fields also we will write apex classes. Can any body explains how to achieve this with suitable example?
0
votes
0answers
11 views

Initial Submitter for Approval Process defaults to System Admin

I'm working on an approval process where the user listed under the "Approval Request Submitted" defaults to one of the System Admins, rather than the user who submitted the approval. I have the same ...
-1
votes
1answer
21 views

Approval Process: Allow User A to Reject subject to override by User B

I need to create a approval process where I will have two approver.. Approver A and approver B. The requirement is even if approver A rejects the approval process , it should go the approver B. ...
1
vote
0answers
22 views

Adding a Rejection field to the approval page layout

I would like to know if there is a way to add a field to the approval page layout. I have already somehow managed to add a field to the layout. But, it's not displaying any output. The Image is ...
0
votes
0answers
25 views

Error message in approval process

In a opportunity object I add products directly to my opportunity. So I send to approval, but when the manager open the approve/reject Approval request page just can approved if the pricebook is ...
3
votes
0answers
34 views

Get all Approval Process names of a specific object XYZ__c in apex

I have created 4 approval process for an object XYZ__c. In a VF page I want a picklist of all the Approval Process Name of that Object. After selecting one of it I have workflow rules depending on the ...
0
votes
0answers
10 views

Actor field not available while creating a list view

I am trying to create a list view for the Approval Request records but I cant see the Actor field in the list of fields available for filtering. Any idea how to get around this? Steps : Home page -> ...
4
votes
1answer
67 views

Approval Process Reassign Functionality Not Changing Record Owner

The 'Reassign' functionality for the Approval Requests does not change the 'Owner' of the record. It only the changes the 'Actor' field for the 'ProcessInstanceWorkitem' Is there any way I can change ...
1
vote
1answer
43 views

Using a workflow to update fields also effected by workflows

Afternoon all, I have two custom objects (Child & Parent), The Child is a questionnaire type that can be submitted to a customer (via email, its a visualforce page), they then approve it (when ...
1
vote
1answer
87 views

Apex trigger : Error:Invalid id on approval Process

I need some help Aim- To create a basic approval process. I have created the following trigger “AutomateApprove” on the campaign object, however I am keep getting error messages when populating ...
2
votes
1answer
34 views

suggestion needed in doing an approval process

I am having an approval process where whenever a record is saved i want to use a trigger and send for email approval. I want to use inbound and outbound email services to update fields. I will send ...
1
vote
1answer
40 views

approval process based on editing value

I am new to salesforce. I want to write an approval process. I am having a quote and I am having prices,quantities which I will get from pricebook prices which are editable. If at all while ...
0
votes
0answers
41 views

Approval Process - Send Later Steps to Record Owner's Manager

I'm trying to build an approval process for Opportunities that uses the following steps: Step 1: send to Finance for evaluation Step 2: send to record owner's manager for approval The problem I have ...
2
votes
0answers
32 views

Is it possible to have an Approval process dependent on a related list record?

I have an opportunity with a custom object "product__c" related list. I want to be able to send the opportunity for approval only if a record of "product__c" is added that has a certain field value, ...
1
vote
0answers
44 views

After update called twice but fetching the old value

I have created 2 Approval process. I have an afterupdate trigger. Once the record enters Approval process, the status becomes "In Approvals".Record will move to the second approval process after the ...
3
votes
1answer
58 views

Allow User's Manager to see Private records?

I currently have a custom object which is set to private in organization-wide default sharing settings. I have created an approval process to allow managers to approve private records. When the ...
1
vote
1answer
38 views

Define a sequentiel approval steps

I'm working with approval process, and I want to define a sequtial approval steps, and where I choose the approval manually! For example: I choose 3 approvers When approver1 approve => Approbation ...
8
votes
1answer
177 views

Approval Process Not Respecting Else Approve Step

Question Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria? If so, are ...
0
votes
0answers
150 views

Execute approval process from custom button!

I been scouring the internet for the last few days, and I think I know what I need Aim – On the campaign Object there is a button called “Create Certificates – Bulk”. When a user presses that button ...
7
votes
1answer
196 views

How to check if a record is locked through an approval process?

How do I check if a record of a custom object is locked through an approval process ? I know i can use the ProcessInstance to access my approval processes, but I can't check if it is locked or ...
2
votes
1answer
101 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
23 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
107 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
56 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
96 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
116 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 ...
5
votes
1answer
259 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
101 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
22 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 ...
4
votes
2answers
433 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
87 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
607 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
213 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
56 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
71 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? ...
3
votes
2answers
1k 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
578 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 ...
6
votes
1answer
623 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
336 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
315 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
335 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
196 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
160 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
209 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
69 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
41 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
251 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
286 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 ...