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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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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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Approval Process for Cases [closed]

I currently have an approval process which runs on the case object. The approvals go through the specific criteria and then send the case for approval to a designated group. What would be the easiest ...
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how do i create a approval process on Quote Line Item

I Need a small Help, MY requirement is to create a approval process on Quote Line Items, (Whenever the discount is more than 10%) it should be automatically assigned to the Approver I have designed a ...
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How do I show a custom error message instead of 'No applicable approval process was found'? Salesforce [duplicate]

I would like to show a custom error message to override the standard Salesforce message of 'No applicable approval process was found.' The error message is due to the user not checking a box, which ...
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Add ProcessInstanceWorkitem tab [on hold]

By clicking on Step 1 link in Approval History related list, you can access ProcessInstanceWorkitem item which show all user's pending request by modifying the URL. Is there a way to add a tab instead ...
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Reassigning Pending Approval Request thru APEX (as non-admin user)

Is there any way to re-assign a pending approval request thru apex code (for non-admin users)? I have an opportunity related approval process kicked off that created the approval requests (currently ...
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Locked record editable by any user on VF page during approval process

I have a multi-level approval process which locks the record from editing when it is initially submitted and locks the record as a final approval action (except for current approver and sys admin). We ...
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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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When approver rejected the approval process, it should go to the final rejection and unlock the record but this is not happening

When approver rejected the approval process, it should go to the final rejection and unlock the record but this is not happening.
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Visualforce Controller to Enter Approval Process

I have a Visualforce page that is designed to allow an approver to either approve/reject an Opportunity as a Final decision, or approve the Opportunity and then send it on for another approval. The ...
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Auto approve record after it were submitted for approval

I try to approve record automatically after it was send for approval by standard functionality. How can it be done through apex? Here is my code: trigger ITAssetTrigger on IT_Asset__c (after update) {...
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Approval Process email actions work in classic but not Lightning

Created an approval process in classic that works as expected sending email to my gmail account. When I upgraded the app to Lightning the approval email alert does not send email. I looked at various ...
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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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Move approval history to another record

We currently have an object that for many different reasons will be deprecated. We want to move the records to a new object, but also want to retain the approval history. Has anyone done this before? ...
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REST call for ApprovaProcess and ApprovalEntryCriteria not working

I posted a question about this some days ago. I'm trying to retrieve ApprovalEntryCriteria for an specific ApprovalProcess via metadata REST call: /services/data/v44.0/metadata/salesforce/types/...
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Retrieve approval process entry criteria via REST Api

I'm trying to retrieve an Approval Process entry criteria by its API Name. I know you can get the Id querying ProcessDefinition but I need to retrieve entry criteria via REST. I've seen that ...
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2answers
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Assign record approval person based on value on a field

Is there a way to assign the approval for a record based on value of another field? Basically, I was trying to assign the approval based on the "area" field assigned to that record. Based on the area ...
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How to block user from use the “Submit for Approval” button if some fields are blank?

I have different approval processes on the same object and of course they require a different combination of entry criteria. However, all of them share the fact that some fields are mandatory for ...
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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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ID of an approval request?

Is it possible to do something like: Approval.ProcessSubmitRequest req = new Approval.ProcessSubmitRequest(); req.setComments(quoteObj.Sales_Rep_Comments_for_Approval__c); req.setObjectId(quoteObj.id)...
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How to find and remove data record associated with an inactive approval process?

This is a duplicated of this and this questions. I decided to create a new one because the accepted answers don't explain how to find associated records but only that one should remove them before ...
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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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2answers
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User hits record lock error despite class without sharing

My users keep hitting a record lock error despite the class being defined as without sharing. My understanding is that without sharing allows locked records to be edited by any user. This class is the ...
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Multi-level approvals

I am trying to create multi-level approvals and having trouble getting 2nd and 3rd approval (not sure if this is possible or not?) Scenario: I need 3 levels of approval for orders. Anything under £...
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Approval process- Configuring approvers

I have a opportunity which has lookup to account. In opportunity approval process- approval step- i need to have a approver as Account's manager--> Manager. In another step, Approver as Account's ...
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unlock record submitted for Approval

When a record is submitted for approval, it is locked by default. But as per the recent change by Salesforce, it can be unlocked using Apex class. I have this below Apex class which unlocks the ...
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is there a way to check if there is an approval process to aply to a record from a visual flow?

I'm doing a visual flow to validate some information before calling an approval process, in some cases the record does not apply to any approval process and I get an error. Is there a way to know if ...
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Process Instance object test coverage

Hi I have a batch that works on process instance object, i am struck how to achieve test class coverage for this as ElapsedTimeInHours is a system field and when i am creating approval instance and ...
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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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{!ApprovalRequest.Internal_URL} in a Visualforce Email that is using a different related to object?

I'm creating an email template for an approval request and it is related to our quote object. When I try to use {!ApprovalRequest.Internal_URL} to get the URL to link out to the quote, it doesn't ...
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How to avoid locking a record when the approval process is pending?

I need to have records of a given objects unlocked during the pending phase of the approval process. I tried to use a trigger on the object under the after update condition and check the status of ...
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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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Performing an action when user reassigns an approval step

In the approval process a user can reassign the step to someone else. I need to build a business logic around this reassignment but I cannot find where in Salesforce its happening. I tried workflows ...
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Making approval comments mandatory - different behavior Classic vs Lightning

I am trying to make Approval Comments mandatory for the Approver while Approving. I was using the following apex trigger, approval process steps and workflow field update as per the following blog ...
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Unlock a record when a reference is made during approval process

We have a multi level approval process involving different users for our service cases. The record would be locked from editing for all the users except the current approver and the admin of course. ...
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Apex Approval.lock, programmatic locking and record editability

Background: In Winter '16, Salesforce introduced the Approval class for setting approval locks and unlocks through Apex (release notes). Since then, my company has been leveraging this functionality ...
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Stop or Restrict Trigger to auto submit Approval Process

There is an existing Trigger which submits any record created/updated to approval process. But a recent new approval process created should not be auto submitted. Is there any workaround to restrict a ...
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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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Account Name is not visible in the Approval Process record?

Account Name is not visible the Approval Process record. Can you tell why this maybe happening? 1. In 1st image, Account Name is visible in List View. 2. But when I open specific record, account ...
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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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1answer
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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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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
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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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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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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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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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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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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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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 (...