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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How to update approver comments in opportunity object

My requirement is to copy the approver comments in the Opportunity Level Field When the approver approves the record with comments.I have to update in opportunity level. Is there a way to achieve ...
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11 views

Process builder is not firing based on approval process field update

I stuck in a place where in approval process i have a field update. So based on this field value i run a process builder.But approval process is working fine.But the process builder is not working.If ...
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20 views

Create an approval process for specific conditions

I got a requirement in approval process.but i'm in new in that.Icreated an approval process but i stuck in a place. My requirement is like i have three fields called unitprice activationfee and ...
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15 views

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

How to set Manager on test class for approval manager Profile p = [SELECT Id FROM Profile WHERE Name = 'System Administrator']; User u = new User( Alias = 'testu', Email ...
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24 views

How to approve a record with in a email itself

Hi friends i'm new to development.I got a requirement to approve a record on a certain basis.So, we create an approval process for that. But now i got a requirement like the record needs to be ...
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26 views

how to create the object processInstance in test class

how to create the object processInstance in test class? System.DmlException: Insert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [...
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14 views

Approval process_Email Tempalte

We Make approval process on 2 record type- 1-New Campaign 2-Money Addition Both Approval process criteria different- 1-New Campaign But Assigned Approver are same and email template is different. ...
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76 views

Query Current Step Number for Approval process

Is it possible to retrieve the current Step Number for an approval process via a query? If so how? I don't see this as available field in the ProcessInstanceNode object. Thanks!! Looking for Step ...
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What are the picklist values for ProcessInstanceNode.NodeStatus?

According to the API documentation (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_processinstancenode.htm) the statuses of of an approval instance node are Started, ...
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34 views

Approval Process Status in Visualforce Page

Is it possible to pull the Status field of an approval process into a Visualforce page that is only using a standard controller for a custom object? I tried using {!Custom_Object__c.ProcessInstance....
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26 views

Send emails to all approvers when a approval is rejected

Is there a way in the approval to only send emails to to approvers when an approval request has been rejected? This should only be sent to the people who are in the approval path and maybe they had ...
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27 views

is there a programmatic way using APEX to define approval process on OpportunityLineItem or OpportunityProduct

I am getting following error. Any help is appreciated EXCEPTION_THROWN|[12]|System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable ...
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32 views

Retrieve current approval process step name from ProcessInstance Steps

I am attempting to retrieve the current process instance step name based on the processInstance step but cannot figure out how to relate this to the processDefintion / ProcessNode. My understanding ...
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14 views

Approval process email current approver

I am trying to send an email to the current approver to an approval process. From the approval process's page I select Add New->Email Alert. From there I cannot find a way to select the current ...
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23 views

What steps to follow for the below approval process when there are multiple flows?

I am new too this process. I have an approval process where the flow needs to be divided multiple times. Can any one help me on this, how i should proceed to cover both block 1 and block 2 in this ...
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2answers
24 views

Unlock a record when submitting for approval

Is it possible NOT to lock a record when submitting it for approval? I cannot find any setting where I might be able to change this. Any idea? Tia, Lily.
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51 views

Approval Process error : MANAGER_NOT_DEFINED

I have an approval process in place for object K__c. In this approval process Next Automated Approver Determined By : Manager of Record Submitter Now I want to set the Approver to a particular user ...
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1answer
27 views

Unable to Submit for Approval

I have a custom object K__c with OWD setting Private and with Grant Access Using Hierarchies set to true. There is a record k1 with owner u1. u1 has role r1. Manager of u1 is u2. r1 reports to ...
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1answer
70 views

Press button from apex trigger

what i'm trying to manage, is have trigger that will execute submit for approval button. So far i made a trigger that automatically submits record for approval, based on fields value, but what I ...
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9 views

How to add Actual Approver in Approval History in Report?

Can someone please tell me how can i add Actual Approver in Approval History Report ? Thanks in Advance..
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28 views

Can we call approval process from after trigger(update and insert) on Opportunity Product

I need to validate Opportunity Product related list record's details before added to opportunity. If not valid details I need to call approval process. If an approver approved 'opportunity product ...
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1answer
28 views

Professional Edition Trial Version Limitations

Currently I'm on Enterprise Trial Version (30 days) edition of Salesforce. I want to move to Professional Edition! Salesforce account manager has confirmed that they cannot downgrade to Professional ...
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23 views

Need Start time & End time of Approval Process in Opportunity Object

Can anybody please tell me how to show start Time and End Time of Approval Process in standard Opportunity Object ? i need that thing to track flow of Opportunity in Report. Thanks
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15 views

Approval process - Initial Submission Actions after rejection

I'm creating an approval process and I have the following issue. Once the opportunity gets rejected for example at step 3, it goes to status rejected. Fine. But once the user wants to submit again, ...
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60 views

error when trying to approve request

hello i created a trigger who auto submit the approval request into the approval process. when i create opportunity with the entry criteria of the trigger and the procces i get to approval requeset if ...
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38 views

approval request sent multiplied

i write this trigger to auto submission approval request: trigger OpportunitySubmitForOrderListApproval on Opportunity (after update) { for (Integer i = 0; i < Trigger.new.size(); i++) { if (...
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17 views

No approver post 'else approved' - Auto Approvals [duplicate]

Is there a way to not specify an approver when the "else approved" kicks in. I purposely wrote an opposite condition so that it would always auto-approve- so why specify an approver? Is there a way ...
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1answer
51 views

Approval Process Instance - Status question

I am trying to build a trigger that runs directly after a Salesforce approval process is submitted. Basically, I am trying to copy the approval information into a separate custom object that will ...
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95 views

Parallel Approvers

In Salesforce Approval process, can we have parallel approvers ? . And the approval will proceed to the next step only after getting approval from all of them ? For example, A and B are approvers. ...
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1answer
29 views

Replacing save button with submit for approval in the edit page

I want to replace the save button with submit for approval in an edit page of record. So that every time a user tries to edit the record then it won't be saved right away rather it will be submitted ...
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1answer
36 views

Change sfdc Approval process email reply for wrong spelling APPROVED

When we use approval process, we can approve through email. This is my question, because we can reply wrong spelled word in email, how can I modify the salesforce reply if the APPROVED word is ...
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2answers
25 views

Commenting configuration changes

When I have to do "strange" things in code, I comment it. Salesforce has introduced many places for declarative business logic (e.g., Process Builder, Flows). Is there any way to add comments near ...
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1answer
24 views

Quote Trigger for Approved Quotes Only

Looking to add a trigger to prevent an "Approved" Quote from being deleted but at other stages you can delete the quote. The other stages are "Not Submitted", "Pending", "Rejected", and "Recalled". ...
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1answer
24 views

Approval Process submit for approval in bulk error

I'm trying to detect which record caused an error when the Approval.ProcessResult process results in an error. The problem that I am having is I cannot relate this error back to the original record ...
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1answer
57 views

Approve/Reject many Records at once via Apex

I have an idea of approving/rejecting multiple records via apex. I read from https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_process_example.htm and I was able to approve/...
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20 views

Change in field created by Approval process can`t call process builder

My approval action in approval process is changing field value to "approved". But this change can`t call process builder. Why? Is it possible to solve this?
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25 views

INSUFFICIENT_ACCESS_ON_CROSS_REFERENCE_ENTITY error during approval process

I have a custom object where a user is approving or rejecting a record. The approval process is being done through a Visualforce page where the user clicks on the submit button and based on a picklist ...
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2answers
41 views

Using User 's Alias/Username in Workflow/Approval Process Entry Criteria & Validation Rules

Many time we have some requirement in Approval Process field Criteria, Workflow Entry Criteria and Validation rules where some checks are required specific to users. For e.g. Take Some workflow ...
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22 views

Approval Process: Totally approve by approver 2 if approver 1 does not approve after 2 days

I dont know if this is possible. I want to create a workflow of 2 approvers(step by step wherein approver2 can only approve if approver 1 already approved) however, if approver 1 did not approve it ...
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31 views

Initial criteria of approval process to validate child records

The approval process on parent object should check number of child records and greatest of discount percentage on them, I could create roll up summary fields but our org has exhausted limits. The ...
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46 views

Migration between unrelated orgs

Hi I will have to migrate code,reports and metadata between 2 unrelated orgs and I have concerns regarding few components. reports I remember having problems while deploying report folders. I had to ...
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1answer
62 views

How to find and remove data records associated with an inactive approval process?

I have a custom field that is referenced by an Approval process, long since deactivated. However when I try to delete the Approval process, I get: Cannot Modify Active/Once Active Approval Process ...
3
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1answer
52 views

Delegated approver not able to approve

I have a delegated approver who has Modify All access to an object, the object has OWD of Public Read/Write but when the approver tries to approve, I get an error saying Insufficient Privileges. Am I ...
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1answer
29 views

How to get Approval submitted Date and Time for the existing data

Have written this code for to get Approval submitted Date but getting an error Incompatible value type Datetime for Map<Id,Date> Please help me anyone here. Map<id,Opportunity> accounts =...
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1answer
24 views

Automation on Approvers depending on the amount of tasks of different approvers

The Approval process is very easy, only one step. The one step is now assigned to a queue. Now, the business requirement changes. Let's get rid of the queue. We still have a group of people as ...
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36 views

Why can Standard User create a child object for a Parent record that is locked by an Approval Process?

The setup is that we have a Custom Object that is Parent to 16 different Child object types. When we "Submit for Approval" the process automatically locks the record (by default, per standard ...
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2answers
241 views

The record couldn’t be saved CANNOT_EXECUTE_FLOW_TRIGGER

I am trying to Complete the Trailhead Challenge of Chatter basics (Approving Records from the Feed ) While checking the Challenge I am getting Error Challenge Not yet complete... here's what's ...
8
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1answer
106 views

Query user's Items to Approve?

I need to create a new section on a custom landing page that gives the User a list of objects that they can approve, as they are a member of a queue being submitted to. The closest I can get is this :...
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48 views

Change Approval Request Email Template / from Address

I know that when a record in an approval process is in pending, the organization receives an email that has the link to approve/reject the record. I tried finding where in salesforce can I edit the ...