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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Urgent --Need to fetch Recent Approver(LastActorID) for Approval process

I am trying to get the LastActorId from ProcessInstance object using the Below Query: SELECT id,ProcessInstanceId,ProcessInstance.Status,ProcessInstance.TargetObjectId, ...
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2answers
20 views

what is initial submission in approval process? [on hold]

what is initial submission in approval process? Without clicking on submit for approval can i send it to approval process? Can u please share steps
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3answers
21 views

Salesforce approval process by replying to custom email template

With the option 'Enable Email Approval Response' checked, you can approve to text email by replying 'Yes','No', 'APPROVE', 'REJECT',etc. Is possible to reply your approval or rejection on an email ...
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28 views

Process failed. First exception on row 0; first error: MANAGER_NOT_DEFINED, Manager undefined.: []

The exception is caught on when executing Approval.process method on apex class. It prompt manager undefined even the manager field on User object is defined for user2 jh, user3 jh & user4 jh. ...
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1answer
16 views

Self Approval Process

We have a custom object Employee. Created a lookup field with Employee object (Self - lookup) called as Manager. Whenever submit to approval Manager should be approve. But manager unable to approve ...
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26 views

Trigger error message when user clicks Submit for Approval button

I have recently encountered an issue, which do not seem to be resolve. I have set an approval process when the Current user:manager not equal to null and I have trigger with a helper class. When the ...
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2answers
49 views

Field editable based Approval Process

The requirement is when once user submit for approval, all the field in the layout become read only except for certain field.But once the request is rejected,all the field become editable.Currently I ...
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2answers
62 views

Formula is required - Approval Process

I am getting the below error: Function ISCHANGED may not be used in this type of formula. Stage -> Picklist Closed Date -> Date field Total--> Formula (Currency) field Req: I need to ...
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16 views

Approval process on communities self user registration

I want to give approval process on self user registration page. So that when a new user register himself, it should not create user/contact immediately, it should go to Admin for approval. Once admin ...
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2answers
33 views

Is there any way to create a replica of Approval history using code?

This may sound funny. But I want to create a replica of Approval History related list that looks exactly simillar but not include submit for applroval or recall button. Any help is appreciated.
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23 views

How can I get the approval process reject reason?

As part of sales training, we would like to get the reasons why approval processes were rejected. If we can find the reasons that a quote was requested, we can teach the sales person, to prevent ...
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9 views

Locked Record in Approval process Visible in lookup

Currently I have created an approval process on an object to check when a record is created. The approval process works as expected. Now the problem is that the object on which the approval is created ...
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19 views

Get error after embed {!ApprovalRequest.Comments} in email template

I add {!ApprovalRequest.Comments} inside my email template and I could not save it.It give me this error Error: Unknown property ...
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1answer
23 views

Create Record Type without discplay on the Select Recordd Type Page

I want to create two record types but don't want to display them on the select record type page. Basically client requirement is to diplay the approval history Related list only if picklist value ...
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1answer
20 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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1answer
18 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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2answers
53 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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1answer
44 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
18 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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36 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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56 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
25 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
17 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
28 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
23 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
76 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
28 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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42 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
50 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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28 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
63 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
92 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
53 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
34 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
36 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
38 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
26 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
65 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
57 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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62 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
66 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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65 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
54 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
81 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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41 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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27 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
471 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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32 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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33 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 ...