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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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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12 views

Approval process [closed]

​Hello everyone. I have a few questions about an approval process I'm creating with the different approvals specified below. Here's my questions: Since line managers are direct managers, that ...
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18 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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23 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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21 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
42 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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55 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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43 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
47 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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9 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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29 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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41 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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42 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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42 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
32 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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30 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 ...
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41 views

Quote Approval that Notifies a Manager by E-mail (no action required from the manager)

I want to be able to add a notification e-mail to my approval process when a quote is approved. Here are the approval processes that I have right now.... Over $100k List Price Rep submits quote ...
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70 views

Getting Trigger batch Save error on KB Articles which doesn't support triggers

I am getting an error "*Too many retries of batch save in the presence of Apex triggers with failures: when triggers are present partial save requires that some subset of rows save without any errors ...
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46 views

Skip/bypass approval process

I want to skip/bypass an approval process by using some other VF page/apex class/trigger, is it possible ? what kind of framework should I think of ? Basically I want the record to be editable, even ...
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70 views

field validation on approve or reject for approval process

I am creating an Approval Process. Its a simple process with 2 approval steps I have a requirement where an assigned approver (user) must populate one or more fields on a record before they approve or ...
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1answer
45 views

Relating ProcessInstance in visualforce emails

Demo for a visualforce email via Salesforce shows how you can relate fields - look at how Contact's email is included: <apex:repeat var="cx" value="{!relatedTo.Cases}"> <tr> ...
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37 views

Customize Approval Report fields

We are starting to run Leads through an Approval process and want to report on them (of course!). Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, ...
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1answer
62 views

Approval Process Related User: Approver Not Available in Related User list

We have an opportunity approval process that I created in our Sandbox. This process allows the submitter to manually choose the approver of the opportunity. As a part of that process I was able to ...
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27 views

Is there any time limit for which record can be pending for approval?

Lets say for a Standard object or Custom object's record has been submitted for approval on 11-Nov-2014. Is there any upper bound on or before which record should be approved / rejected? or is it that ...
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47 views

How to get a popup on click of Approve button in Approve/Reject Approval Request?

On click of Approve button the record submitted will be approved without giving any alert message. I want to keep a popup or alert message to confirm the approval when the Approve button is clicked. ...
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1answer
92 views

Error:Cannot submit object already in process

I have a approval process set up already. when an agent submits records for approval, their status will be "Approval pending" and waits for Manager" i m trying to update their status as "approved" ...
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36 views

Approval process fails with Invalid cross reference keu

I am getting error while assigning the Related user field of my approval object in the approval step. If I use the same user in the step as user then works fine. Any help would be great. ...
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60 views

How to Approve the jobs from Approval Processes by just writing APPROVE from Approver

I'm new to salesforce ,so i was working on Recruiter APP . In Workflow and Approval after the POSITION is created the APPROVAL notification should intimate to MANAGER or CEO. the notification which ...
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1answer
96 views

Getting "System.DmlException: Process failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY

below is method which i have created in my class, public static void rejectCRF(String recordId, String workItemId, String comments) { Approval.ProcessWorkitemRequest req2 = new ...
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71 views

Editing Already created approval process

In salesforce, we can not add any step to an approval process once it is activated. Is there any way to edit approval process(Adding new Steps and doing some other changes) after it is activated. ...
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1answer
215 views

Approval by email using custom salesforce email service

I am trying to implement approval or rejection by email functionality. But I can not use salesforce standard 'Enable Email Approval Response' functionality as approval process is assigned to queue ...
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2answers
154 views

Formula Fields Lock when Records are Locked?

Looking around the web I could not find any information on if a Formula field locks (data become static) on records that have been locked in an approval process when the values in the formula are ...
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1answer
185 views

Any way to recall arbitrary approval requests from Trigger?

Scenario I have a requirement for an approval process on Opportunity that must go to multiple approvers. Opportunities cannot be owned by queues, so the approval cannot be submitted to a queue. As ...
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1answer
137 views

Checking Check box before starting Approval Process?

My partners have an approval process to submit when they want to approve an oppty. I need them now to set a checkbox as True, before doing that. I don't want to use a trigger, as I think a ...
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103 views

Can I Submit to Multiple Approval Steps in Parallel?

I want to set up an approval process with 4 steps. Each step has a different criteria and a different approval queue. Currently, when I Submit for Approval, it only steps Step 1. When Step 1 is ...
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1answer
154 views

Can we create Approval process for User Object in Salesforce?

What I want to do is If any one attempt to modify the User fields then It requires approval from Manager. If manager approve the request then field will be modified otherwise it will not be modified. ...
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58 views

How to change the return URL in Approval Process?

A Manager can access all his Approval Items to be approved from his Home Page. In Approval Request, If a Manager is approving/rejecting his subordinates' record, he is redirected to the record he is ...
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1answer
156 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 ...
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1answer
95 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 ...
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101 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 ...
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1answer
52 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. ...
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41 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 ...
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47 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 ...
5
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1answer
83 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 ...
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18 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
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1answer
193 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 ...
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1answer
334 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 ...
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1answer
317 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 ...
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1answer
47 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 ...
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1answer
60 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 ...