Questions tagged [approval]

Approval Process is an automated process and an organization can use to approve records in Salesforce.

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How to call final approval in multi step Approval Process

I have created a multi step approval process. There is a need to stop on a step if any user final approve the request. But there is no way I can find to do this. As we all know the final reject ...
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24 views

Approvals getting deleted when one Approval is approved

When I try to create a set of approvals by submitting for approval, they show up in the related list of the object I'm using for advanced approvals. But when I approve an approval request assigned to ...
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Sent email to contact with Accept and Reject options

I have two record types for the contact object, Mentor and Mentee. When a match is created, I want to sent an automatic email to mentor in order accept or reject the match. The mentee status will then ...
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11 views

Salesforce approval assignment email alert is not being set out to the approver

Salesforce approval assignment email alert is not being set out to the approver. This is happening for only one submitter. What can be the reason? Is there any possible way I can check if the approval ...
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27 views

How do I check Approvals != null in formula field on Quote object in salesforce [closed]

How do I check, in formula field on Quote object, Approvals != null. I can see in related list that there are 2 Approvals.
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72 views

Assigning Approvers through Apex at each step (Dynamically) of a Multistep Approval [duplicate]

Scenario is given below. On Account, I have an approval process. and it's multistep approval. Let's assume its a 2 step approval. but in the approval steps, No approvers are mentioned. for the ...
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1answer
34 views

How to set a community User as the Delegated Approver

I'm trying to select a Community User as another Community User's Delegated Approver but none of the Community User's show up. I have gone through the profile and tried to find anything that might ...
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35 views

Approval process with Assigned Approver (Manually Chosen)

Under the approval process, we have Assigned Approver (Manually Chosen and Unanimous approval required Related user). I have gone through the other document that for Manually chosen approval process ...
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53 views

How to override standard Advanced approval package's approve button?

We are hitting the limit of Apex CPU time when we are approving the advanced approval records. So now ,we are thinking of shifting the logic to async but couldn't find anything related to it. As ...
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Can we update the status in approval history of any object?

So i created a approval process in which if the approval criteria is not matched it is auto rejected. To that i updates the case status to Approved whenever it gets auto rejected in before update ...
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13 views

Approval Process - too many emails

I'm having an odd issue that I cannot get to the bottom of. I have the follow object, and approval process setup: Custom Object Custom Fields [...] User 1 Field User 2 Field Approval Step 1: ...
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10 views

Approval Process: Only Commit Users Selection on Approval

Here is the use case I am having trouble with: A user needs to transfer a case to another office, office is a picklist. When the Picklist Value is updated, seek approval from a manager. If approved, ...
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21 views

How to filter records with approval history

I'm trying to view records of a particular sObject with non-empty approval history. Is there a way to get it either from the UI or using SOQL?
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Approval Process status on Case Layout

I have an Approval Process for custom object linked to Case object. Do guys know if it's possible to show the approval status of this object anywhere on the Case ? Thanks a lot,
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239 views

Apex - Approval Process - getting INVALID_CROSS_REFERENCE_KEY when calling Approval.process()

The class below has a method that runs on an After Update Trigger for a custom object. It attempts to automatically Reject the approval process when a picklist field (Work_Sub_Status__c) on its Target ...
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159 views

Advanced Approval Email Alert

I have setup the SteelBrick Advanced Approvals in my org for CPQ Quote object. For Approval Recipients, I have selected Record Owner; Record Created By; Initial Submitter. But the Approval Email ...
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1answer
42 views

Adding OR condition in ApprovalProcess entry criteria

I am new to Salesforce framework. Recently I am working on modifying an existing approval process which is as follows: <entryCriteria> <criteriaItems> <field>My_Object....
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61 views

Access Approval Step comments from trigger

I have a custom object that has approval process on it. When I'm submitting something for approval I provide some comments, and when I'm approving/rejecting, I'm also providing some comments. I wanted ...
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52 views

dont know why '\n' is not working for next line

I am using '/n' in below way public String appComment{get;set;} for(Processinstancehistory p:listp) { appComment=appComment +'\n'+ p.Comments+'\n'; } I am getting result in one line . I need every ...
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372 views

How to use Approval Request link in reminder email?

I am trying to send reminder emails to users if they have an approval process pending for a few days. I want the reminder email to contain the approval request link (merge field {!ApprovalRequest....
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414 views

Not able to edit Approved Emails in marketing cloud

I have recently started working on SFMC and my org uses approval process for emails. I was assigned to change the HTML email contents for active journeys, but those emails are not editable and say ...
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1answer
30 views

Reject Reason and Task Assigned

Wondering if you could help me with an issue I'm having. I need to create a picklist value that states what department the rejected agreement will go back to (if it is infact rejected). Once the ...
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281 views

Approval Process Instance Step Name

Is there a way to pull which approval step the process instance is currently ? For example, approval process has multiple approval steps. I want to check which step the approval is currently at.
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217 views

Auto approve the step if the submitter is the approver

I got a requirement to auto approve a step if the approver in that step is the submitter of the Approval Process. But I dont see any Option to set like "Approve and go to Next Step" (Please suggest if ...
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162 views

Approvals : how to Withdraw an email automatically Approved before the activation of the Approval process

We created an Approval process. So all the emails already created on Content Builder before the activation of the Approval process are Approved by default. However, how can we do to EDIT an email ...
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205 views

profile setting to have access to the recall button

I have been restructuring Profiles and I have just run into an issue. I switched one of my users and now she does not have the "recall" action on the approval history view. She is an approver and ...
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361 views

Approval process not assgining to correct approver , Approval process not working as expexted!

if Discount 0 to <=5 area manager if Discount 5> to <=10 sales manager if Discount 10> CEO i have two fields on the user object area manager & sales manager(i will assigin this two ...
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201 views

Test Class for Approval Process - Problem with ProcessInstanceWorkItem

I'm starting with code and test classes. I have a class that reject an approval process for an account. I start this class by a process builder. This is the code: public class ...
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45 views

When an approver is dynamically chosen on the base of a related field is possible to reassign the approval step through apex?

Suppose to have an approval process where the approver of a step is a related user designated through a custom field. If the value of the custom field is changed, all the records in this approval step ...
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12 views

approval process action 1

If we create a customer name and checkbox true then it must assign to two users to get approval ( any two user) but after first user approved then it automatically send to second user for approval how ...
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990 views

NO_APPLICABLE_PROCESS, No applicable approval process was found, yet the criteria is met, no code change in years

Having an odd issue in our prod org recently. Code and approval items haven't changed, yet for some reason after our last monthly release we've been getting the no_applicable_process error here. The ...
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559 views

Auto approve record when it is submitted for approval

I try to approve next step of approval process automatically, when submit for approval button is pressed. So, when the button is pressed, it updates two fields on record and then trigger is run. I try ...
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1answer
43 views

How do you use an automated approver AND a specific user approver?

Let's assume that Tom has to approve all quotes with a discount over 25%, but all managers below Tom also have to approve the quote before Tom does. That is not a problem, unless Tom has different ...
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1answer
123 views

Prevent certain profiles from approving accounts

I have a requirement to prevent certain user profiles from approving accounts. Wrote below trigger which is partially working. However getting below error when a user in Standard User profile tries to ...
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431 views

Is there any way to provide a custom button to approval process accept/reject page

I want to understand if there is any way I can put a button which will perform a custom logic in the approval - accept/reject page. i.e. in the following page Or I have to create a visual page/ ...
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1answer
250 views

Bulkify Apex Approval.ProcessSubmitRequest

I have an apex class that submits opportunities for approval if they are over a certain threshold. This works great when processing small batches, but when trying to submit larger batches it fails ...
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1answer
217 views

Question regarding Steps with multiple approvers within an Approval Process?

Is it possible to allow users to manually choose two different approvers for a Step ? Or is it possible to have one of the approvers automatically chosen and the other manually chosen ? From what I ...
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1answer
42 views

Prevent approving own emails in SFMC

I have created a two-step approvals team which has two users, John (Submitter) and Jim(Approver). Jim is able to create and submit emails for approval to this team and approve himself. How can this be ...
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36 views

Capture Approval Email reply with Apex

In an Approval Process, with email approval activated, when an approver replied by email, is it possible to capture that email and do additional processing with Apex? What I want is to forward the ...
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1answer
979 views

Hide/Disable Reassign button in Approval History

Is there a way to Hide/Disable reassign button in Approval History related list. In my scenario, I am assigning the approval request to different queues, Now Users of that particular queue are using ...
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772 views

Get a name of an Approver in Approval Assignment Email

BACKGROUND I have an approval process configured for Opportunities: I defined the Approval Assignment Email Template as follows: I am using 3 users in my org for this case: User Admin - (Profile: ...
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286 views

How do you create an approval process programatically

This guide instructs how to configure an approval process through Salesforce.. https://help.salesforce.com/articleView?id=approvals_creating_approval_processes.htm&type=5 however I don't see ...
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2k views

How to reassign an approval request in apex

I want to reassign a queue assigned to an approval request using apex. How can i achieve this, I have tried updating processInstanceWorkItem object but it was throwing insufficient access error
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2answers
473 views

How to get the alert on screen for “Submit for approval” when the criteria are met

I have created an approval process on Quote object, the criteria is whenever a backdated policy will get created it should go through the approval process. The process working fine, when the user ...
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1answer
31 views

Approve an email before sending

In our business, we want when our L1 agents send email as a reply to a case they should go through approval of their managers. So when they create a reply they put customer email address in to, write ...
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1answer
619 views

Approval Process Issue: Reassign and Approve/Reject Links are displaying for the submitter. Any thoughts please?

My question could be a duplicate of another question that has been asked long back but without a concrete suggestion/solution. Submitted user is also getting Reassign | Approve/Reject button on ...
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400 views

Approval Process: Word used to approve or reject not understood

One of my users is receiving this message when approving something from the Record page: "Your workflow approval message was not processed. The word used to approve or reject the item was not ...
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1answer
382 views

How can I pull the manager's manager?

I have a request to build an approval process on a custom object and the request should be routed to the "Director" (ie, the record owner's manager's manager), and it appears the way to accomplish ...
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799 views

how to appear Chatter posts for approval requests in lightning

I have created an approval process that allows users to approve the records from chatter. Before Designing an approval process, I have enabled feed tracking for the object where I have designed the ...
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128 views

How to Override Approve/Reject in Salesforce Lightning

Is there any we can override Approve/Reject in Salesforce Lightning so that it should not show standard approval page.