Questions tagged [approval]

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

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17 views

Record not getting locked using Approval.lock apex

My requirement is to make a record read only when value of a field changes to 'Inactive'. I read that records can be locked using approval.lock in Apex. Hence, I was trying to use Approval.lock record ...
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22 views

Approval Process skip by changing status?

Is that possible to skip the Approval Process by changing the status to something like "void" Any pointers? EDIT: What I mean is that: Current situation: I have a record that user can submit ...
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Can we submit approval request to user on basic of custom criteria

Today we are using approval process ( out of box ) to submit to the queue ( Users) to either approve or reject the request. So system will send email to the queue ( users) and user will approve or ...
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21 views

Store approver email to record

Is there a way to capture and store the record's current/incoming approver email to the record itself via flow every time the record is submitted and reassigned?
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32 views

Operation performed with inactive user for salesforce approval

I have a approval process created for Quote. When user submits the quote for approval, the approval request will be assigned to the manager of the submitter. It was working fine earlier. I deactivated ...
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19 views

Items to Approve is empty but not the Approval History

As a system administrator, I created a Lead. I submitted my Lead for approval and I now see my lead in the status "Waiting for approval". The approval request is well assigned to a queue (...
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14 views

Approvals getting deleted when one Approval is approved RE

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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19 views

Path Setting & Approval Process - updates are not syncing

I'm wondering if this is good idea to use Path with Approval Process? I have implemented the Path Settings with Approval Process but I have noticed that it's not syncing, meaning when I change the ...
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16 views

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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68 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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15 views

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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17 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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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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308 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
76 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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86 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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175 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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37 views

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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20 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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1answer
19 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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1answer
26 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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31 views

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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421 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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1answer
62 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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142 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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1answer
61 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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723 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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1answer
641 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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53 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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1answer
470 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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355 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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1answer
231 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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2answers
408 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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1answer
580 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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286 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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2answers
79 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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1k 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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753 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
72 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
131 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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577 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
306 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
278 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
57 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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37 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
1k 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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2answers
425 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
753 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 ...