Questions tagged [approval-process]

An approval process is configured on an object to specify all of the steps, users, actions, and relationships among them involved in approving or rejecting a record of that object. Approval processes can become very complex and tools such as the Process Visualizer can be used to aide in understanding them.

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21 views

Not able to Delete or Activate Approval Process

For some strange reason, I am not able delete or activate Approval process. Proof : https://imgur.com/a/FVtOhW6 If someone can help me understand why that will be great
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how to send an email in every 48 hours to approver that he/she has pending this much bulk of request to approve/reject [closed]

Requirement is need to send an email in every 48 hours to approver that he or she has pending this much bulk of request to approve or reject of new opportunity using existing approval process.so what ...
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Process failed. First exception on row 0; first error: INVALID_CROSS_REFERENCE_KEY, invalid cross reference id: [] [closed]

While approving record from approval process by apex. //Code Approval.ProcessWorkitemRequest req1 = new Approval.ProcessWorkitemRequest(); req1.setComments('Approved Order by '+ur2.name + comments ); ...
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Getting current approver's name in the approval process email [closed]

Is there any way to get the current approver name in the email template of approval process? I am trying to use the {!ApprovalRequest.Process_Approver} merge field but it does not work. I tried ...
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28 views

No applicable approval process was found (Works in Debug mode)

Spent the whole day trying to find out what is the problem but didn't succeed. Setup: An org with an Experience Cloud i.e. Community website. The website has a custom registration process which is ...
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30 views

How to submit few records to approval using script apex?

I've created a script to send multiple records to approval but something is wrong. Script is executed but the records are not submitted. Could someone tell me why ? public void submitForApprovalObject(...
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20 views

The approval process references the workflow action FieldUpdate OwnershipField_Update, which doesn't exist for the Account object

While trying to deploy an approval process I get the following error: The approval process references the workflow action FieldUpdate OwnershipField_Update, which doesn't exist for the Account object
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33 views

Nonsense instead of numbers in approval notification email

I have approval process, and when notification message is sent, there instead of numbers, it's just nonsense. Example : Amount currency: RUB ٧٣٩٬٧٠٠٬٠٠٠٫٠٠ Margin: ٣٢% What could be the reason?
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Not sure where the approval Email is getting triggered from!

I recently recieved a req to modify the template of Email being triggered by an approval process. Upon looking I donot find any such Email template in the org, and there is no Email Alert in the ...
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25 views

Process Builder not firing when Approval Process updates field

I have a process builder that fires when the Opportunity Stage is set to Closed Won by the user. Works great....however, if I have my Approval Process update the Stage to Closed Won, the process ...
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Unexpected Token '<' Apex Trigger Error with AND Statement

I'm trying to write a trigger that unlocks order records after they are placed in an approval process. The Trigger pulls a list of all orders where the CreatedDate = TODAY and the ...
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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 ...
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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 ...
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Can we use the Approver and Approver Field in the same Approver Rule record in Advanced Approver?

I need to assign the Dynamic Approver in Advanced Approval and once that Approver approves needs to go to the next Approver for Approval. How can I achieve this scenario? Thanks Nirav Shah
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How do I cause a Lightning Web Component on a Lighting Record Page to update when the record is modified

I am developing a Lightning Web Component that will display a custom Approval History list. Basically, I am rebuilding the out-of-the-box Approval History related list. Why? Long story. So I built the ...
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19 views

Change approver in Approval Process from Manager to Queue

I have an approval process that has Manager listed as the Approver I want to change the Approver to be a queue. How do I make this change. I cloned the approval process and still am unable to get to ...
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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 ...
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How can I show the approver name and approval date of an approval process in visualforce pdf page?

I am in a problem in which I have not been able to show in a pdf (visualforce page) the name of the approver and date of approval of my registration ... I have an approval process with two approvers, ...
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59 views

Users able to approve their own records when not assigned as approver

I have created an approval process on one of the custom object. I have three users named as User 1, User 2, User 3 Upon Clicking on the Submit for approval button, the fields in the approval history ...
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Approval Process Comment Update on Each Step in Different Fields

Could you please help me with Comments capturing. I have 2 step approval process so when Supervisor is approving / rejecting the record then it should update Supervisor_comments__c and after that it ...
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25 views

Multilingual Approval Assignment Email Template

Is it possible to have a multilingual approval assignment email template? Normally to get translatable emails I would use a Visualforce classic email template and leverage the language attribute of ...
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39 views

approval in a single step, returning the first answer

I have an approval process with 4 steps, with various designated approvers, one for each. I need that when one of them approves the opportunity, to end the process, making his answer the final result. ...
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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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21 views

Customize approval process “unable to submit” page

in the flow of an approval process, Is there a way to customize the page, for a "Unable to Submit for Approval" information? I would like to know, to see in which approval was this denied, ...
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Workflow Rule Runs Twice

The scenario is, there is a field called 'Expected closing Date' on the opportunity object. When the opportunity owner changes the expected closing date it should go for the approval of his manager. ...
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183 views

Is Approval process run before trigger or after trigger

I have an object name Rules__c and there is an approval process written over this object. We also have trigger over this object. Rules__c is common object refer by different Community. we want this ...
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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 ...
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22 views

deployment from one change set to another change set

If you see this message , when I am try to moving approval process from dev to test org it shows: Approval step sbcgmail.com, which doesn't exist as a user. what is the solution
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30 views

Approval process change effect on old record

I have approval process and they are many records which are already using this approval process. I want to remove this approval process and use new one. What will happen to existing records?
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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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49 views

Pull comments from approval history to customized report

I want to pull comments from the approval report history (only final approval). By default, Final_Approved__c is false. What I want is, if Final_Approved__c is true, the final comment will be ...
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280 views

Can I remove the approve, reject, recall buttons from approval history related it?

Is it possible to remove the salesforce standard buttons from approval history related list ? I have custom functionality defined for the same.
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50 views

Pull comments from approval process comments to costomised report

currently I want to pull comments from the approval process form to a report. Here is my code: trigger pullCommentsApproval on Return_Shipment__c (before update) { if(trigger.isUpdate){ ...
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customize approval step email template notification

I have an approval process with multiple steps. In some of the steps, the assigned approver is a queue and in other steps, the assigned approver is a related user. The approval notification that goes ...
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98 views

Custom button to Approve/Reject [duplicate]

Currently, to approve or reject an application, user need to click this highlighted button from image (1), then it will redirect user to page image (2). User need to click highlighted text to go to ...
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44 views

Pull all comments from approval/ rejection process to customize report

I want to pull all approval/rejection process comments to put in my customized report. However my code didn`t work like that way. This code only capture a comment before a final approval. For example ...
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57 views

Remove a few step for approval process

I want to remove a few steps in the approval process. You may refer to the images that I attached here. The actual process, once user click return shipment approval/reject button from page 1, page 2 ...
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62 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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120 views

Pull comments field from approval process to report

How to pull the comments field as attached in image below into the report. The basic idea is the value 'Need more action' (from users) in the comments field is shown in the report to be printed.
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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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48 views

Custom Field From User in Approval History on Visualforce Page

I want to display a custom field (Rich Text Image) from User to approval History related list which will display the scanned signature of an Approver in aproval process. The Message i get when i add ...
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66 views

How to get original submitter id regardless of step in Approval process?

I have an Approval Process, myApprovalProcess, that has multiple steps (total of 4) where different users are needed for approving a record. At each step, a different user will need to approve/reject ...
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Is it possible to mock an approval process through Apex?

I have a generic piece of code that is responsible of approve a record. It does not assume the SObject type nor the process definition. For example, something like the following: public static Boolean ...
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Approval Process Step: On Rejection, Update Field, Go Back 1 Step, and Eval Entry Criteria

I'm currently working on a multi-step approval process. In Step 3 I have the rejection behavior set to update a Custom_Picklist__c field to "Denied" and to Go Back 1 Step. Step 2 has entry ...
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69 views

Content Builder Approvals

I would like some informations about Approvals. The questions is: Could I send an email to a testable data extension without having previously approved it? Thank you
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58 views

Time dependent actions for approval process?

I can't seem to find anything on this, but do I have any time-based abilities with approval processes? For instance, the object is submitted for approval and assigned to an approver. No approval/...
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306 views

Approval Process : What will happen if approver is inactive

If Account object have approval process, if submitter submit the record for approval. It is assign to manager. What if manager is inactive/freeze? Thanks in advance.?
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276 views

Error : The approval process references the workflow action FieldUpdate #### which doesn't exist for the **** object

While deploying the Approval Process through Change Sets, I am facing this error at line 15(in img) : The approval process references the workflow action FieldUpdate Status_to_Complete, which doesn't ...
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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 ...
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45 views

Test class for approval process with formula fields

I am trying to write a test class for an email controller but keep getting tripped up on the Approval Process part. The long & short of it is that my approval processes for SBQQ__Quote__c in my ...

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