Can not see submit for approval button in my approval process? Please let me know how should I add it. Thank you
OK, so like me you may have wondered where the Submit for Approval button is supposed to show up after going through the Trailhead unit at https://trailhead.salesforce.com/content/learn/modules/business_process_automation/approvals.
There seem to be (at least) three conditions that need to be met for the Submit for Approval button to show up:
- The approval process must be active
- You (the current user) must be allowed to initiate approval
- The approval button needs to be on the Page Layout for the object
The approval must be active
This one is simple, and if you went through the Trailhead unit I mentioned above, you would have already activated it. If not, just hit the Activate button on the approval screen.
You (the current user) must be allowed to initiate approval
This is what the "Initial Submitters" field controls. The default is "[Object] Owner" (e.g. "Opportunity Owner") and in my Playground org, all Opportunities were owned by me, so that was fine.
The approval button needs to be on the Page Layout
Find the Page Layout for the Opportunity object -- there are four of them in the standard Playground org, but as a user with the System Administrator profile, you would get the one just called "Opportunity Layout". (Check the assignments by going to Object Manager > Opportunities > Page Layouts > Page Layout Assignment.)
Open the "Opportunity Layout" page layout, and scroll down to Salesforce Mobile and Lightning Experience Actions. If you hadn't customized this section yet, there will be a text blurb here with a link "override the predefined actions". Click that link and the text will be replaced by a list of buttons.
This is where it gets confusing. You'll see the Submit for Approval in the list of buttons. If you're like me, you'll assume that that means it was already part of the predefined actions, hit Cancel, and look for a solution elsewhere. But apparently, even though the button shows up when you say you want to customize the predefined actions, it's not actually one of the predefined actions. Horrible design decision on Salesforce's part, if you ask me.
So what you need to do is just click the "override the predefined actions" and hit the Save button.
Now go back to an opportunity, and, lo and behold, there's your Submit for Approval button / menu item.