Questions tagged [approval]

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

Filter by
Sorted by
Tagged with
0
votes
0answers
6 views

Replying to Approval Email

When we reply to an approval email, is it possible to save that email attached to the record? I don't think it is available OOTB. Is there any custom way to achieve it? I see a similar Q which is also ...
0
votes
0answers
10 views

Advanced Approval is deleted when subsequent Approval is submitted

My company recently deployed Salesforce's CPQ package and we're attempting to use the Advanced Approvals package as well, but I've noticed a strange behavior that I'm trying to find a solution for: ...
0
votes
1answer
16 views

How to use Corporate Currency Value in Approvals instead of Quote's Currency?

Multi currency is enabled in my Org. I am using Approvals for Quote Object. If Net Amount is less than 10,000 it requires Manager Approval. If Net Amount is greater than 10,000 it requires Finance ...
0
votes
0answers
10 views

Approval process:-Check record submitter's manager belongs to a specific queue

I have a requirement where i need to check whether the record submitter's manager belongs to a specific queue.If the above condition holds good then i need to go to the next step in my approval ...
0
votes
1answer
20 views

Approval Process : what if the Approver misspells the Approval/rejection word?

When submitting for approval, there’s an email going to the next approver. This email should have a key word on 1st line, it can also show the comment the submitter captured when submitting for ...
0
votes
1answer
28 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 ...
1
vote
1answer
24 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 ...
0
votes
0answers
14 views

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 ...
0
votes
0answers
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?
0
votes
0answers
61 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 ...
0
votes
0answers
25 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 (...
0
votes
0answers
16 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 ...
0
votes
0answers
20 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 ...
0
votes
0answers
22 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 ...
0
votes
0answers
107 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 ...
0
votes
0answers
19 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 ...
0
votes
0answers
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 ...
-1
votes
1answer
33 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.
0
votes
1answer
405 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 ...
1
vote
1answer
105 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 ...
0
votes
0answers
128 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 ...
0
votes
0answers
22 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: ...
0
votes
1answer
29 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, ...
0
votes
1answer
28 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?
0
votes
1answer
52 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,
0
votes
2answers
527 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 ...
1
vote
1answer
78 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....
1
vote
1answer
208 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 ...
0
votes
1answer
68 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 ...
0
votes
1answer
876 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....
1
vote
1answer
763 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 ...
0
votes
1answer
68 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 ...
1
vote
0answers
411 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 ...
1
vote
1answer
267 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 ...
0
votes
2answers
516 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 ...
1
vote
1answer
659 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 ...
1
vote
0answers
342 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 ...
0
votes
2answers
105 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 ...
0
votes
1answer
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 ...
0
votes
0answers
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 ...
0
votes
0answers
838 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 ...
1
vote
1answer
89 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 ...
0
votes
1answer
143 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 ...
1
vote
0answers
655 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/ ...
2
votes
1answer
339 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 ...
1
vote
1answer
313 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 ...
0
votes
1answer
61 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 ...
1
vote
0answers
40 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 ...
0
votes
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: ...
1
vote
2answers
488 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 ...