Stack Exchange Network

Stack Exchange network consists of 174 Q&A communities including Stack Overflow, the largest, most trusted online community for developers to learn, share their knowledge, and build their careers.

Visit Stack Exchange

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 ...

0
votes
0answers
8 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 ...
0
votes
0answers
10 views

How can i call the rejected approval process once again as pending for Approval [on hold]

How can i call the rejected approval process once again for status as pending for approval.
0
votes
1answer
30 views

How to send email alert every 7 days using workflows? [on hold]

I need to send an email to approver 7 days after the initial email is sent out and every 7 days after until the request is approved. On the 3rd attempt please start copying the approver's manager. How ...
-2
votes
0answers
15 views

How to check the approver got reassigned in test class? [on hold]

In my apex class I have logic if the approver re assign other user as approver i want to something. In my test class i am not able to cover the line test class: Approval.ProcessSubmitRequest req = ...
0
votes
0answers
8 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 ...
0
votes
0answers
12 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 )...
-1
votes
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: ...
1
vote
0answers
11 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 ...
0
votes
1answer
16 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 ...
0
votes
0answers
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 ...
0
votes
1answer
12 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 ...
1
vote
1answer
15 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 ...
0
votes
0answers
16 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 ...
0
votes
1answer
28 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 ...
0
votes
0answers
16 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 ...
1
vote
1answer
51 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 ...
0
votes
0answers
15 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 ...
1
vote
1answer
27 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 ...
0
votes
1answer
30 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..
0
votes
0answers
22 views

Quickly Reviewing Multiple Approvals in Lightning

We're currently implementing Salesforce CPQ (Steelbrick) and want to use the standard approval process for products in a Lightning enabled org. Approvals route to a queue and I'm bouncing against this ...
0
votes
1answer
62 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 ...
0
votes
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 ...
0
votes
0answers
49 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 ...
0
votes
0answers
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 ...
0
votes
0answers
17 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 ...
1
vote
1answer
60 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 ...
0
votes
0answers
19 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 ...
0
votes
1answer
26 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: ...
0
votes
0answers
42 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 ...
0
votes
1answer
42 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 ...
0
votes
0answers
19 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 ...
0
votes
2answers
39 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 ...
0
votes
1answer
35 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
votes
1answer
172 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
0
votes
0answers
68 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 ...
0
votes
0answers
7 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 ...
0
votes
0answers
13 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
votes
1answer
94 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 ...
0
votes
2answers
39 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 ...
0
votes
0answers
33 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.
1
vote
1answer
27 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 ...
-1
votes
1answer
124 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 ...
1
vote
0answers
21 views

Data Type Conversion Error on Approval Submission in Flow

I have a flow that runs the following steps: Screen allowing the following user inputs: Total Allowable (Currency) Total Paid (Currency) Has Supporting Documents (Text Dropdown) Reason Code (Text ...
0
votes
0answers
13 views

How to do field update basedon approval action?

I have a requirement that admin sholud Approve/Reject an approval request submitted by a user and after clicking the Approve button a field should be updated in that object in which the approval ...
0
votes
1answer
77 views

Lock and Unlock opportunity object during approval process

I have an approval process for the Opportunity object. But I want to unlock a record during this process to add a very important information that can only be obtained later and then lock the record ...
1
vote
1answer
52 views

How does a change set deployment affect existing records with approval process and validation rules

I'm planning a deployment of a new Apex class and 2 triggers (fully tested in sandbox with SeeAllData=false) that processes new fields, some others will change (formula fields, etc). We already have ...
1
vote
0answers
17 views

Updating Record with Approval Step Assignee

I am using an approval process on a change request object. In one of my steps I would like for the Approver of the next step to be chosen by the current Approver. Is there a way to make the Owner of ...
0
votes
0answers
12 views

Approval via email (Standard Approval) - not working

I have the :  API Enabled on the profile Enable email approval response is also ticked Email address of the user trying to approve via email is exact same as what is in the SF user record. Still ...
0
votes
0answers
25 views

Can we Send Custom Error MEssages

Can we change the below message which we get when We try to Reject a custom object record Without giving Comments and we have written a trigger to allow only those records where Comments are provided ...
3
votes
1answer
56 views

Approval Process for over 1500 records

I am trying to write a VF page-controller for an approval process which should submit over 1500 records at the same time. The approval is 2 stage.. after initial submission, it should be approved by ...