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

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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24 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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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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37 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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31 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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21 views

How can assign I Approval Requests to a queue when the original approver is away from office / on leave?

Two parts to this question: How can I notify the system when a Manager (Approver) is on leave? Once the system knows a Manager is on leave, how can Approval requests sent to that Manager be routed to ...
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8 views

Dynamic Approval routing to a list of Users

I'd like to know how to submit a record for approval to a list of Users in a particular Role. Since this is not doable in Standard Approval Process, I thought Dynamic Approval routing would help. But ...
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30 views

Visualforce approval email - how to include content document from opportunity as link or attachment

i have a visualforce approval email i would like to either attach or link to the content files included in the opportunity being approved. Ideally i am after selecting one specific file (which i can ...
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how to submit an Approved record to same approval process?

I have a Approved record and i want to give edit access to the Record creator so that he can do some modification and resubmit the record for approval.
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27 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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10 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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113 views

Apex Error on CPQ Advanced Approval with with Dynamic Approver

I have created an Approval Rule in CPQ Advanced Approvals with a custom lookup to the Manager ID of the Salesperson on a Quote (Theater_Manager_ID__c) as the Approval Field. When I submit a quote to ...
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357 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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21 views

Get Approver Ids or Names in approval process [duplicate]

Is there any way to get the list of all approvers across all steps configured in the approval process? I looked the ProcessDefinition and ProcessNode but they don't have the approver information.
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104 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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149 views

Approvals - Let the submitter choose the approver manually

Does anyone know if there is a way of restricting which users show in the drop down list if you select this option? We have a client who has 70 users, but only 12 of those are approvers. I would ...
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21 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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22 views

Add error displays message as well as updates record in Salesforce lightning

I have the following piece of code in my case before trigger. approvalStatements.get(pi.TargetObjectId).addError( 'Operation Cancelled: Please provide a reason ' + ...
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46 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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51 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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46 views

Submit record for Approval By Using Apex for Multistep Approval Process

It is possible to set dynamic appover to approval process invoke by apex // Create an approval request for the Opportunity Approval.ProcessSubmitRequest req1 = new Approval....
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1answer
81 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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69 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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25 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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28 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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266 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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230 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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48 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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1answer
838 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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1answer
206 views

Validation rule on approval process

I have an approval process on Case object. Once an approver clicks on Approve button, I have configured a field update approval action, which triggers a Case trigger. This trigger carries out some ...
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73 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
30 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
311 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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138 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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128 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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429 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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86 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.
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28 views

Approval process optimization

Currently I have 2 approval processes on a custom object. I have 5 checkboxes which when true will be auto submitted for approval by a process builder. Current situation: Approval#1 is triggered ...
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3k views

SOQL to pull out Approval History records

Can someone let me know of SOQL that can pull out all these fields from Approval History ? Action, Date, Status, Assigned To, Actual Approver, Comments, Overall Status So far I found out that we can ...
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1answer
159 views

How do we point custom object's record owner as approver in salesforce?

Sorry to put my question like this. I have a requirement where a consumer need to access fruits produced by producer. Consumer, Producer, AccessFruit are three custom objects. AccessFruit object has ...
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46 views

Need to Create a 3 level approval Process, Unable to identify how to do it

I need to create , a three level approval process. My organization as 67 users. so I cant just manually fed the users. I have three Roles Thailand Sales Rep Thailand Sales Manager Thailand Sales ...
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95 views

How can I add an approver to a submitted request?

I have a large number of approval requests that have already been submitted. I need to add an additional approver to these requests. So far, I've tried doing this declaratively by adding an approver ...
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19 views

Approver cannot see email to approve

I have sent my email off to my approver but when he opens it up, the panel displays "Error not found". I have tried sending it again and this issue still persists. How can I solve this?
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65 views

Emails sent to Additional Email Addresses on No Access Deliverability

I have set Email Deliverability to "No Access" to prevent users from receiving any emails from Salesforce as we are testing before going live. This is in production. We have approval processes email ...
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307 views

Avoid Approval Process email when record is submitted from Apex

I have an approval process defined the scenarios I need to cover are: Users after save a record (in a custom object), I have a apex class that sends the record to approve, (the process is going to ...
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37 views

Need Help with Approval Process: When a user would like to mass/delete or transfer records they must be approved by the Office Manager

I have never worked with approval processes so I would really appreciate your inputs. An approval process needs to be be created based on ownership of accounts for mass record deletion and transfer. ...
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1answer
29 views

Can I lock another related object when submitting a record for approval?

I am attempting to set a salesforce page up with a contact and application object. I was wondering if there was a way I could use the relationship between the two objects to have the contact account ...
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76 views

Challenge unlocking a list of objects in my logic

I am trying to using Approval class to lock and unlock records of an object xyz__c. When I run the below code I still see the record as locked and unable to perform update on it: List<xyz__c> ...
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532 views

INVALID_CROSS_REFERENCE_KEY Error in Approval Process

Following error is popped up when trying to approve the approval step by code.I can sense this error is because of wrong work item id but I am unable to do so. Approval Process error: System....
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287 views

how to get the Id of the newly created approval request, if the record is submitted to the approval by using process builder

i have a test method,creating a record then submitting to the approval by using process builder,then i have to approve the approval request, @isTest private class RequireRejectionCommentTest { ...