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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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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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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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1answer
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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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18 views

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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1answer
20 views

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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1answer
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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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14 views

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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1answer
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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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Approval process email from mobile / ipad

: I am using the standard approval process process email . When the manager gets the email for approval and he is clicking on the link of approval process, in ipad then it redirects to safari instead ...
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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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1answer
38 views

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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1answer
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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
29 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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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
37 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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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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21 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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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
28 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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22 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
136 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
118 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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38 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
28 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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1answer
22 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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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
24 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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1answer
19 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
20 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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1answer
128 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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1answer
238 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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1answer
62 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
122 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
145 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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159 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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18 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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26 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 ...