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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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20 views

Not Unlocking the record after final rejection of approval process [closed]

When approver rejected the approval process, it should go to the final rejection and unlock the record but this is not happening. We have to do it by code ? or is there any other approach for this ?
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How to assign multiple Approver to the approval process through apex code? [duplicate]

I need to assign two users as a approval in Approval process through apex code. Following is the my code: Approval.ProcessSubmitRequest req1 = new Approval.ProcessSubmitRequest(); req1.setComments('...
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10 views

Sub-case fields are not showing up in email template

I have an approval process on sub-case level that sends an email to the recipient to approve/reject the sub-case. I am using a custom template for the approval email that includes the fields on the ...
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34 views

How to update Process Instance Step

I have an record with the object,The Record has already entered into the approval process with the step, After some days I have cloned the same approval process and recreated with the different type ...
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1answer
22 views

Not able to perform chatter post when knowledge article is published

I have written a PB on knowledge article which checks if knowledge article publication status is published then perform a simple chatter post. But what I see is the PB is not getting invoked even ...
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0answers
15 views

How to update record upon Re-assign in Approval Process ?

I have been pulling my hair out on this one. There are a bunch of things I would like to do upon the re-assigning of an Approval Process but they require the editing of the parent record in order to ...
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19 views

How to update main record with ProcessInstanceStep ?

I am attempting to update the main record upon the creation of a new ProcessInstanceStep in the Approval Process. And so I am attempting to go from the ProcessInstanceStep -> ProcessInstance -> ...
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15 views

Is it possible to make different approval processes work simultaneously with the help of sub-cases

I have a requirement where I have to run multiple approval processes on the case level at the same time. Since Salesforce does not provide that option, hence I am thinking to create sub-cases and then ...
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8 views

Launch Different Actions For Each Approver in a Multiple Assignee Step of Approval Process

I have a step in an approval process which requires anonymous approval from multiple assignees before advancing. I would like to update a Status field on the main record to indicate which assignee has ...
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1answer
21 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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15 views

Attempting To Query All ProcessInstanceSteps For a Record

I'm having problems in that I do not seem to be getting all of the ProcessInstanceSteps for a multi step Approval Process. I first do a query of ProcessInstance based on the current record's ID (...
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1answer
47 views

How to add comments in Custom approval Process Reassign method

I custom a lightning component to reassign the approval process.I use the code under to reassign the approver successfully,but I can't add comments. Here is my code: @AuraEnabled public static String ...
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1answer
45 views

How to retrieve the immediate pending approver from approval process in before update trigger

I have an approval process with multiple steps. Each step updates the Employee_Bonus record. I have created a trigger on this object to capture the next pending approver using the stepsAndWorkItems. ...
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17 views

Not getting notifications in notification center on approval process

We have an approval process where when a record is sent for approval (to a certain user), the user gets a notification in the SF notification center on top. This works flawlessly on our staging ...
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1answer
19 views

Content Builder REST API - Retrieve Email and approvals

Does anyone know how to retrieve email and its approval status? I checked on marketing cloud documentation but couldn't find the property to do so. I am trying to retrieve and filter for email that ...
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0answers
14 views

Actual Approver is not assigning the correct user when a record is approved from mail

I have an approval process to approve or reject a record either by logging into salesforce or by replying to the mail(created one email service and assigned the email service to an messaging template )...
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1answer
20 views

What object is most appropriate for an approval process requested by a customer? [closed]

Assuming there is a customer request that requires approval from the organization, what object between opportunity and case makes the most sense in general or in the following scenario? Customer: ...
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0answers
14 views

Display error messages when submitting an object for approval

we have some validation rules that disallow an object to have certain status. When we submit the object for approval, the status in changed. So in the background the validation rule is triggered ...
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1answer
21 views

Restrict Approve/Reject based on the current status

We have a multi level approval process chain for a case record type. I have a checkbox field, which, when checked would cancel the case. Whenever the current user/approver cancels the case, the record ...
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8 views

Salesforce Approval Process Email with salesforce generated reply ID for Outlook

I have an approval process which will be assigned to Queue for anonymous approval. The same approval process in my personal org, it sends an email to notify the queue members with salesforce generated ...
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1answer
13 views

Why Queues user's can't approval record from email after Process Automation Settings enabled?

I have setup an Approval Process in my system and added a queue and a user for approval. After that, I enabled the Process Automation Settings so that user can approve from the email itself. And ...
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1answer
18 views

Case of no response on approvals

What flow would it be if user does not respond on approval/rejection request. I am creating a flow of approvals and rejections. What will happen to the flow when at some particular level user does not ...
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0answers
22 views

Dynamic Multi Step Approval Process?

I have 2 Record Types on Account OBject: ABC XYZ User A has ABC Record Type access and User X has XYZ Record Type access. When User A creates Account Record, User X also access the same record but ...
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1answer
66 views

Advanced Approval Email Attachment

I have Advanced Approvals enabled in our organization for our Salesforce CPQ. When an approval is requested from the Quote, an email gets sent to the approver through a VF template. I would like to ...
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21 views

Approval process Massive Approve or Reject

Is it possible to generate the "CONFIRMATIONTOKEN" parameter in apex or otherwise to force an Approve or Massive Reject in an other way? Because when i try to approve or reject multiple elements the ...
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1answer
103 views

How to have an approval process such that if any of the 2 out of 5 approvers 'Approve' the record in account will be Approved?

I have this Approval Scenario where I want to have this feature where : If one user presses the "submits for approval" button on the Account record, the approval process will go to 5 users to ask for ...
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23 views

Approval Process - can't see approver in target object trigger

when i send a record to approve by a user, i have to do some changes on this record, so i query the ProcessInstance and its StepsAndWorkitems. In the StepsAndWorkitems, i should be able to see ...
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1answer
44 views

How to get Chatter Only (Chatter Plus) licenses for my org?

I have looked over the help page but there was no guide whatsoever on how to obtain Chatter Only (Chatter Plus) [Basically Chatter with most features] licenses. I have even explored my production ...
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1answer
65 views

How to query all active approval processes

I'd like to query all Active approval process, know what Object they control, and ultimately pull the type of Approver (related, user, queue etc..) is this possible? doesn't seem like it..
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1answer
115 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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0answers
11 views

How to restrict the final approver from approving cases?

I've a multi-level approval process for customer cases. How do I make sure that, the final approver approves the cases only when he fills the details in some fields. If he's approving without updating ...
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0answers
88 views

Submitting Records for Approval Process with Visual Flow(Lightning Page)

I am trying to submit approval process through Flow, The intention is to request the user to fill the required fields before submitting for approval. I was referring the blog below blog content on ...
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12 views

Lock record from approve/reject for current approver if the case is cancelled

Our case functionality involves multi level approval process and has the following status values: Initiated Level 1 Level 2 Level 3 Closed Cancelled There's a checkbox field, when unchecked ...
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0answers
21 views

Email not getting delivered when sender (user's mail) and recipient have same email domain

I am testing my approval email templates. When I use "Send Test and Verify Merge Fields" and send the mail to my email account (xxx@testdomain.com) which is also my mail in the org, I don't receive ...
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1answer
77 views

What implications are there for process builder or workflows when a record locked as part of an approval process?

I am wanting to perform some automated process in Salesforce Knowledge, specifically around dates and time-based workflows or scheduled processes in process builder. However, when a user submits an ...
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0answers
20 views

Permissions enforced during “Field Update Action”?

I've got a multi-user approval process that calls a "field action update". The change made by the field action update is caught by trigger I've written which performs additional operations. My ...
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1answer
56 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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59 views

Approval Process Pardot

I am working with a client in the process of migrating from Marketing Cloud to Pardot. As a part of its Email Governance, the client uses approvals in marketing cloud to ensure all outbound ...
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1answer
57 views

Approver unable to edit the assigned record

I've a three level approval process. When I initially submit a record to level 1, level 1 approver checks the record and approves it to level 2, during the level 2 approval process, assigned approver ...
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0answers
26 views

Multiple emails for each Step of an Approval Process

I would like to have custom emails sent out for each step of an Approval Process. The emails need to have different verbiage based upon the Step. I was thinking of using an Approval Assignment ...
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2answers
42 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
41 views

Enforce user to populate field before submit for approval

I am new to approval process. I am trying to validate two custom fields as not blank before the approval process has been submitted. I have done some r&d and found that is to set that restriction ...
2
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1answer
274 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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89 views

Multi step dynamic approval process

I have a scenario where I need to move the approval process to second step when the first step is approved by approver. I wrote this by using dynamic approval process in Apex. My code is working till ...
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0answers
12 views

Can the approval history related list will be visible under any custom obeject in portal

I opened the custom object as portal user in portal.when i open the record link it is taking me to record detail page but i am unable to view the "Approval History" since the pagelayout have the ...
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0answers
18 views

only one user able to edit record after submit the approval process

We are using one customobject and we created approval process on that object Here we have 10 users like userA,userB,C.....etc with same proile, In this only 1 user(userB) is able to edit all records ...
2
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1answer
114 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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2answers
45 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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0answers
36 views

Approval request tab is not showing any record

I have set up the Approval request functionality in Orf. It is showing all the pending records in classic view but when I am switching it to lightning it is not showing any pending records.
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1answer
33 views

Create Approval Process on Account Team

Is there anyway to create an approval process on Account Team. So that the account team members will be requested through an approval process and their mangers can approve them so that they can be ...