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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34 views

How to disable the approval process in the Opportunity object for certain user?

How to disable the approval process in the Opportunity object for certain user? Even if the users press the submit for approval the Opportunity record to became automatically approved. Please advise ...
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Approval Process status on Case Layout

I have an Approval Process for custom object linked to Case object. Do guys know if it's possible to show the approval status of this object anywhere on the Case ? Thanks a lot,
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Can we add Alert Popup message in Standard Approval Process on Opportunity in Salesforce?

I have standard approval process on Opportunity, I want a alert pop up message with "Cancel" and "Submit" buttons. Is there any way to accomplish this without customisation/Code ? Any comments will ...
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How can I make records only update after they are approved

Requirement is that a user can update the values in an account record (Short Text, boolean, number), and then that doesn't actually update the record until it has been approved by the owner. More ...
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Why can only admins see additional fields in Approval Request detail screen?

In Lightning when an approver clicks on one of the "Items To Approve", he is taken to the Approval Request detail screen. Here it shows approval status and just two fields: Name and Lead Owner. ...
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18 views

Autoapproval in Approval Process

If 'X' is sending a record for approval to user 'Y' and if without approving he just re-assigned the request to 'X' then the record need to autoapprove, because the request is raised from X itself. Is ...
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Apex - Approval Process - getting INVALID_CROSS_REFERENCE_KEY when calling Approval.process()

The class below has a method that runs on an After Update Trigger for a custom object. It attempts to automatically Reject the approval process when a picklist field (Work_Sub_Status__c) on its Target ...
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29 views

Related List on Approval Screen

I have the scenario like .. I have my quote and whenever I am adding any product to cart and the discount is greater than 20 % it should go for approval. Now on my approval screen I want the details ...
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1answer
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Challenges on publishing knowledge Translated article

We have created approval process in Lightning on knowledge object, where Internal user will assign article to translators. Then translators will send article to Internal user for review and approval. ...
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1answer
21 views

Adding OR condition in ApprovalProcess entry criteria

I am new to Salesforce framework. Recently I am working on modifying an existing approval process which is as follows: <entryCriteria> <criteriaItems> <field>My_Object....
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2answers
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Every time i append a string in for loop , i get a null in between

So I am running a string append statement inside a for loop String apComment; apComment = ''; for(Processinstancehistory p:lispros) { apComment +=p.Comments; } So after this, I get the ...
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dont know why '\n' is not working for next line

I am using '/n' in below way public String appComment{get;set;} for(Processinstancehistory p:listp) { appComment=appComment +'\n'+ p.Comments+'\n'; } I am getting result in one line . I need every ...
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Submit for Approval Button in lightning community

I have submit for Approval button in Lightning community which is a quick action button calling a VF page. QuickAction: The VF code: <apex:page showHeader="false" sidebar="false" ...
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Set Approval/Rejection comments to field values using trigger?

I've written a trigger to check that certain fields have been filled out before a rejection is valid in my approval process. I'd like the trigger to also set the rejection comments to a concatenation ...
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Triggering the approval process from JavaScript in Lightning Web Component

I have a quick question on approval process and I would like to get your suggestion on how to implement this particular requirement. We are developing a custom lighting web component for our ...
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1answer
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please help with approval process!

Need help! I am trying to do an approval process, that will be triggered automatically from process builder. The problem I have, is picklists. I want the approval to go out automatically on the ...
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Approval process Iin salesforce

I have a situation with approval process. i have edited an approval step for an active approval process in dev. The same approval process is active in prod as well now i need to delpoy this through ...
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Approve or Reject your Approval Process Using Chatter in lightning knowledge

I have approval process on knowledge. When draft knowledge is created record is submitted for approval. How to approve or Reject knowledge record Using Chatter in lightning knowledge.
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NO_APPLICABLE_PROCESS while submitting approval for time sheet entry [duplicate]

I have an approval process for timesheet entry: I have a timesheet entry which is fulfilling criteria for the approval process. The approval process is in active state. I am doing something like ...
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1answer
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SFMC multi-step approval process

I’m configuring approval processes for marketing cloud and ideally the process would be as follows Marketing uploads email and submits for review Legal team reviews email and approves IT team ...
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Approval process custom HTML email template with no header and multiple languages based on user

Approval process custom email template ( not Vfpage but salesforce HTML email template with no header) with multiple languages based on user. I know this is possible with VF pages but we would like to ...
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1answer
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Can non-approved email be used for test sends?

I'm planning to enable approval workflow in SFMC instance. Part of the approval process will include sending the email to a Seedlist for approval. I know it's not possible to send a non-approved email ...
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How to share a draft knowledge article with Standard User for approval?

I have a user with salesforce license and Standard User profile. I have set Knowledge User. I have provided the user with Modify All access on knowledge. I have created a data category and included ...
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19 views

CPQ-Custom field blank value email template after submit for approval on Quote

On CPQ Quote: I am a newbie to salesforce and CPQ. When quote is Submitted for approval, email templated is triggered named quote submitted for approval from CPQ package.In that email template custom ...
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Approval process Unlock

Salesforce Org: I had a salesforce org with Organization wide default as private for account.I am having custom profile called sales Team which has less permission compared to system Administrator. ...
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To fetch assigned approvers from approval process

I am having an Object Pricing which is having a custom approval process, I need to send email alert to the Assigned Approvers when the record is submitted for approval.
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Approval process that send an alert email or another based on a condition

I need to have an approval process to aprov/reject a record but at the same time I need that if the approver user not respond before 72 hours, the record is automatically rejected. I have an approval ...
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How to delete process instances of approval process in salesforce?

when record is submitted through approval process and in approval history there are two items one is submitted another one is approved. Now i would like to delete these two times. kindly suggest. We ...
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Quote Approval Error

I am facing the Error while I am submitting Quote for approval: Error: This approval request requires the next approver to be determined by the Discount Approver 1 field. This value is empty. Please ...
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How to set actual approver in apex code?

I've created an email service that has the following class: global class ChangeRequestApprovalEmailListener implements Messaging.InboundEmailHandler{ global Messaging.InboundEmailResult ...
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1answer
33 views

Approval Process in salesforce

Please find the details below: I have 8 Approvers in My Approval process. and 3 Approvers are mandatory. they are 1)Product Manager 2)Legal Manager 3)Regional Sales Manager But my requirement is ...
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18 views

Approval Email not sent for one of the approver

An Approval Process' approves are in a queue. All users have the same profile. After approving a request for only one user the email is not sent out. For everyone else the email is sent properly. I ...
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64 views

Approval Process Instance Step Name

Is there a way to pull which approval step the process instance is currently ? For example, approval process has multiple approval steps. I want to check which step the approval is currently at.
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93 views

Change owner when an approval process is approved

Our users are able to view lead records assigned to other users but cannot edit those lead records. As a part of a Flow relating to the lead object, I want a user to be able to request that the lead ...
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1answer
53 views

Visibility of approval requests for delegated approvers

Would like to know if its possible for a delegated approver to see open approval requests in their home queue? Currently only the identified approver can see these under "Items to approve" on the home ...
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58 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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1answer
28 views

Moving approval process to Lightning Experience

I have several approval processes that have been working in Classic for a long time and we are moving to Lightning Experience. What, if any, are approval process features that will no longer work in ...
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37 views

Is there a way to send a reminder email to a user if they forget to submit a record for approval?

I have an approval process in place where the submitter needs to select the approver so I cannot automatically submit the record for approval. Is there a way to send an email alert to the creator of ...
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1answer
78 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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180 views

Approval Process Email Notification

I have an approval process with 13 steps with some approvers routed to queues and other steps that route to a single user and still others that route to a combination of both individual users and ...
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89 views

Get Next-Approver-ID by Apex Trigger

We use Approval Processes. We want to create other record-list and see who is Next Approver. But, I can't get Next Approver ID by Apex. Users input text From Entry Form. Submit user's information,...
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I actually want Submitted date and Approved date for every step in the Approval Process

I am getting the Submitted Date from ProcessInstanceStep.CreatedDate but not being able to get the approved date for each step. CompletedDate date is giving the date for overall completion of the ...
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2answers
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Go to next approval process step with Apex [duplicate]

I am trying to create a custom button on a Visualforce page which will invoke an Apex method. The goal of the button is for the user to click it to approve of any records that are waiting on their ...
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1answer
101 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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63 views

Filter Items for Approval by Object Type

I'm trying to query for Approval Items which are outstanding for the running user to approve, filtering these approvals by the object type they are related to. I've attempted to use the following ...
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1answer
195 views

Invalid type: StepsAndWorkitems

Please help me with this. In the second for loop this error is coming Map<Id,ProcessInstance> processinstence = New Map<Id,ProcessInstance>([SELECT Id, Status, (SELECT ID, ...
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19 views

Automatically assign new users to approval process

I have a requirement where i want to assign new users who has the access to read/edit the opportunity records to initial submitters in approval process. So, that the new user can submit opportunity ...
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Where does advanced approvals do field updates

In the normal approval process there is an approval action section which we can have field updates. But when I read through the advanced approval process I don't find a place to have this. May I know ...
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23 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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293 views

Approval Process - Prevent submitter from approving

Is there any way we can prevent submitter of approval process from approving the record?

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