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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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Is it possible to Approve a ProcessInstanceWorkitem as another user in a Test Class?

I'm trying to approve a ProcessInstanceWorkitem as its ActorId in a test class, but I'm receiving the following error: System.DmlException: Process failed. First exception on row 0; first error: ...
Cassio's user avatar
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I have a approval process that needs a checkbox field to be checked as criteria, now I trying to initiate it to use it on a LWC

`public with sharing class ApprovalProcessController {   @AuraEnabled(cacheable=true)   public static Id getTheCurrentUserContactId() {       return [SELECT Id,ContactId FROM user WHERE Id = : ...
Akuma's user avatar
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Could Someone Guide me with the Best Practices for Implementing Approval Processes in Salesforce?

I am working on implementing approval processes in Salesforce for my organization and would like to gather some best practices from the community; What are the key considerations when designing ...
Liza Clara's user avatar
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Can I bypass/ eliminate the comments field on an approval process?

I am working on an approval process for a hiring manager. I don't want the manager to have the capability to enter comments/ notes when approving due to possible liability issues. Is there a way I can ...
Eric Hughes's user avatar
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When approve the record from apex - I get INVALID_CROSS_REFERENCE_KEY

Approval.ProcessWorkitemRequest singleApprovalProcess = new Approval.ProcessWorkitemRequest(); singleApprovalProcess.setComments('Reason here.'); singleApprovalProcess.setAction('Approve'); ...
Valentine Potapov's user avatar
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54 views

Why is ApprovalRequest.Comments appearing as blank for an email template upon initial submission?

I have a standard email template on an opportunity object with {!ApprovalRequest.Comments} as a field I want filled out on the email template. This is sent on the initial approval request. The field ...
SlayerSevak's user avatar
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How do I make my Flow see the steps of the Approval Process as it jumps from step to step per criteria?

I hit a complete brick wall with creating a logical solution for a flow I’m working on. Maybe you guys can steer me in the right direction? 😊 I’m creating a flow that will send email reminders for an ...
Dmitriy Gerchikov's user avatar
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2 answers
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Email template inApproval Process

is it possible to create an email template that will dynamically get the user's name in the template depending if the request is accepted or rejected?
rameesha's user avatar
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59 views

Why Am I not receiving the email Approval Request

Why am I not receiving the email alerts for approval request? I am the approver. my Email deliverability is set to "All mail". Receive approval request is set to "Only if I am the ...
Lavanya Bolla's user avatar
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Salesforce Approval Process - ProcessInstanceWorkitem use ActorId manager after Reassign

It's possible use the ActorId manager during the approval steps instead of the initial approver's manager (OriginalActorId) after reassign?
iTqa3007's user avatar
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Approval Process Update conflicting with validation rule

I have a flow that automatically fires an approval process that needs unanimous approvals from three different managers. When the Opportunity enters stage 5, this before-save record triggered flow ...
Balaji Pooruli's user avatar
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Mass approve/Reject Approval via Apex CPU issue

I'm working on a custom approval flow where a user can mass approve or reject records from a LWC data Table. Then using the Approval class in the Apex controller to update the record in the approval ...
Steven Hodge's user avatar
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Apex Trigger not triggering upon Field Change in Approval Process

I have a flow which calls an approval process on a custom object. The approval process changes a picklist field to either confirmed or not fulfilled based on the response. I have an Apex trigger on ...
Gowtham Sriram's user avatar
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1 answer
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Error: The proposed data changes would violate a uniqueness constraint when changing a format page of an approval process

I already had created an approval process for the "quotes" object and it was working fine. The client asked us to add a custom field to the page layout of this approval process. This is a ...
Santiago Villamil Paz's user avatar
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Field Update Upon Entering Approval Process Step, BEFORE Approval or Rejection

Is it possible to create a sort of "Initial Action" when a record enters a specific approval step? (Separate from the Initial Submission Actions) I have a multistep approval process (about 6 ...
Miguel Diaz's user avatar
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Auto Approval process causing NO_APPLICABLE_PROCESS, No applicable approval process

I have an approval process which auto approves the record once an entry criteria is satisfied. I am submitting record for approval process via trigger. But it throws an error: Process failed. First ...
devforce's user avatar
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How can I have the end-user trigger a second approval process within the same Object manually?

I have an interesting question for you guys... I have two different approval processes associated with one Object and per different field criteria, they trigger accordingly... I also have two flows ...
Dmitriy Gerchikov's user avatar
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How to change Actual Approver value of an approval process from Apex

source:change-actual-approver-value-of-an-approval-process-from-apex 2 I have Visualforce page hosted on the force.com site. The user (or an approver) can approve/reject the request of certain custom ...
lafa's user avatar
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Update quote after unlocking it in screen flow

I have a business requirement that lets a the user - who submitted a Quote record for approval - update it if he wants to. For this, I created a screen flow. I start by unlocking the record and then I ...
jojo's user avatar
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1 answer
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Approval process for external users (lightning experience)

I have a standard approval process that needs to be approved by external users (experience site). When the approval process is kicks-off, an email is sent to the approver. I am merging the field on ...
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Error when trying to create a field on the Standard Object: Approval Request

I am trying to create a field on the standar Approval Request object but I get the following error: Unable to Access Page The value of the "entity" parameter contains a character that is not ...
Lut's user avatar
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Approval Process: Sending Notification to Submitter NOT the Approver

According to these resources I found, I believe this is a known issue from Salesforce where Approval Process sends the bell notification to the Quote Submitter NOT the Approver. developer salesforce ...
Aslah P Hussain's user avatar
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1 answer
254 views

Send approval request mail to non-salesforce user

Is it possible to send the approval request mail to Non-salesforce users via Standard approval process? I think by Apex we can send the approval request mail, but then how the approver will approve/...
Parvindra Singh's user avatar
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2 answers
57 views

How to check how approved record previously in approval process?

I want to know who was previous approver for my record. I checked for process instance lastactor but value for this field is empty and I cant query approval history record in soql
Dnyaneshwar Kalwatre's user avatar
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1 answer
543 views

Record is not getting locked in via Approval Process

We have enabled a approval process with initial action as "Lock the Record", once the record is submitted on criteria met in the field history we could see the record is locked. But in the ...
Rajasekhar's user avatar
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1 answer
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Unable to see Automatically assign to queue, under select Approver?

How to add Automatically assign to queue, under select Approver options?
naveen 's user avatar
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495 views

Approval Process - No Applicable Approval Process Found unless User is Record Owner

I'm working on a custom object and I have an Approval Process for this custom object. I set the Entry Criteria for the Approval Process to be when Formula evaluates to True and set the formula to be ...
Matthew Harris's user avatar
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65 views

Recalling and Invoking Approval Process record locking is inconsistent

I’m facing one weird consistency issue in locking / unlocking of records on Recalling Approval process and invoking the same Approval process again. I have a requirement where on click of LWC Action ...
AjaySFDC's user avatar
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ENTITY_IS_LOCKED error, when ProcessInstanceWorkitem is reassigned in the Apex code

we have logic, that reassigns approval request in the code. This logic is executed in the batch and base on some conditions on the record reassigns Approval Request to different Approver. public ...
Jakub Godlewski's user avatar
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1 answer
195 views

How to get comments from pending approval button (Approval Process)

So basically I want to get the comments when pending approval is being clicked if it's populated by the submitter and send a visual force email template. Sample code below for reference. Disregard the ...
salesforcedev01's user avatar
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whenever run the batch apex job I am Getting error like "First error: Field is not writeable: ProcessInstance.Status"

global class TimecardApprovalBatch implements Database.Batchable<sObject> { global Database.QueryLocator start(Database.BatchableContext bc) { // Query all Approval records that ...
Jhon's user avatar
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275 views

Unlock records submitted through Approval Process in single transaction

I want to unlock records submitted through Approval Process and I found that the Approval Class has methods which allows this. However,i'm confused by the results of the isLocked property in trigger ...
Sagnik's user avatar
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1 answer
495 views

How Approval Processes Actions will be done after the freezing of workflows?

Salesforce has announced that they will be retiring their Workflow Rules and Process Builder functionality. As a result, users will no longer be able to create new workflows or make changes to ...
Leandro Ferreira Fernandes's user avatar
1 vote
1 answer
323 views

Setting Sales Agreement Status to Activated in Test class

I'm using Manufacturing Cloud and I need to write a test class using Sales Agreement in Activated Status. Unfortunately, Salesforce returns DML exceptions if I try to make an update to Status field. ...
zanstaszek9's user avatar
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1 answer
250 views

How can I add a lead button to the approval history-related list

How can I add a lead button to the approval history-related list? Like, as we select approval requests, it's redirected to the all approval requests page. I have to add the lead option that redirected ...
Mr. Mehul Kayasth's user avatar
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1 answer
358 views

What is the best way to check if a record has been approved in Apex?

We're trying to limit the amount of DMLs on a highly used Object. Aside from putting a flag on the object like "Approved__c" and updating this in the Approval, is there an efficient way (...
Edwin Schaeffer's user avatar
2 votes
1 answer
757 views

Does each field update in Approval Processes cause a trigger to fire for each update, or does it act in bulk?

We have a quite bit of activity that acts on update of an Object which causes UNABLE_TO_LOCK_ROW errors with subsequent transactions within a 2 minute time period. Hence, I'm trying to minimalize DML ...
Edwin Schaeffer's user avatar
0 votes
1 answer
590 views

Approval Process Does Not Send Email Alert For Specific Profile

I created an Approval Process for a custom object and added access to the Submit for Approval button on the page layout for a profile. When I'm logged in as Sys Admin, the process will send a bell ...
Adrianne Geyer's user avatar
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1 answer
1k views

Approval History related list not showing

I'm logged in as an admin, and can't figure out why the Approval History related list isn't showing. The approval process is on the correct custom object, and the page layout that contains the relates ...
user1702965's user avatar
1 vote
2 answers
56 views

Issue with overwriting a checkbox field through apex

if(e.No__c==3 && e.Contact__r.Completed__c==true){ e.Contact__r.Completed__c=false; System.debug('varcheck02'+e.Contact__r.Completed__c); System....
Sandeep's user avatar
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1 answer
1k views

{!ApprovalRequest.Comments} in lightning email templates

i am trying to transform all hte classic email template that i have to lightning email templates, and i can't figure out how to change {!ApprovalRequest.Comments} i've tried {{{ApprovalRequest....
Amir Bouzid's user avatar
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1 answer
317 views

Can there be multiple pending actions in a single record in approval process on same object

I have 2 approval process running on same opportunity record.Now my question is that can there be multiple pending ( means for diff scenarios say) or will the other approval process fire only when the ...
Kiran's user avatar
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1 answer
62 views

Does approving on an step means the record will execute the Final Approval Actions and not go to the next steps?

I have an approval process that on the first step sends a quote to our CRO if the Quote Term is less than 10 months. My next steps involve other criteria that go to other members of the executive team....
Neto0291's user avatar
1 vote
1 answer
1k views

Can we delete approval history records?

We have hit the limit for approval processes. There are inactive ones which can be deleted but we can't delete it without deleting the associated records. Is there a way to delete only the approval ...
sforce's user avatar
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1k views

User gets "Another user recalled or responded to this request" error when approving a record in Lightning

Our Approval process was working fine until yesterday, we started facing this error. Even though we have not made any changes in the setup. Even with admin profile we are facing same issue "...
HARKIRAT SINGH Vasir's user avatar
-1 votes
1 answer
75 views

How to write an Action when Approval Process Line item is created for the approval Process

I have a requirement. When Processinstancelineitem created for process instance I need to update the current actor name in Target object record. Please let me know what are the possible ways to ...
Narasimha's user avatar
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1 answer
3k views

Send email notification to submitter of approval process after record was approved

I wonder how to send email notification to submitter of approval process. When I trying to set email alert I see only Creator/Owner and nothing similar to Submitter. What will be the best way to ...
Grzegorz Połuch's user avatar
2 votes
1 answer
626 views

Test class: NO_APPLICABLE_PROCESS, No applicable approval process was found

I am trying to create a test class in order to have code coverage for a batch class doing approval processes escalation, but I am receiving the error from the title. I have used the SkipEntryCondition=...
99LittleBugsInTheCode's user avatar
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1 answer
162 views

query only recalled record for approval process

I have a requirement in which I need to query only those record which are recalled, is it possible for using query or through report.
Ali Khan's user avatar
0 votes
2 answers
1k views

Auto Submit for Approval with Flow - nextApproverIds issue

I have one approval process that has the Assigned Approver as Manually Chosen. I want to create a flow to automatically submit the Opportunity to approval when certain criteria is met. On the Process ...
Julio Didier Maciel's user avatar

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