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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How to get original submitter id regardless of step in Approval process?

I have an Approval Process, myApprovalProcess, that has multiple steps (total of 4) where different users are needed for approving a record. At each step, a different user will need to approve/reject ...
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Is it possible to mock an approval process through Apex?

I have a generic piece of code that is responsible of approve a record. It does not assume the SObject type nor the process definition. For example, something like the following: public static Boolean ...
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Approval Process Step: On Rejection, Update Field, Go Back 1 Step, and Eval Entry Criteria

I'm currently working on a multi-step approval process. In Step 3 I have the rejection behavior set to update a Custom_Picklist__c field to "Denied" and to Go Back 1 Step. Step 2 has entry ...
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Content Builder Approvals

I would like some informations about Approvals. The questions is: Could I send an email to a testable data extension without having previously approved it? Thank you
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Time dependent actions for approval process?

I can't seem to find anything on this, but do I have any time-based abilities with approval processes? For instance, the object is submitted for approval and assigned to an approver. No approval/...
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Approval Process : What will happen if approver is inactive

If Account object have approval process, if submitter submit the record for approval. It is assign to manager. What if manager is inactive/freeze? Thanks in advance.?
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Error : The approval process references the workflow action FieldUpdate #### which doesn't exist for the **** object

While deploying the Approval Process through Change Sets, I am facing this error at line 15(in img) : The approval process references the workflow action FieldUpdate Status_to_Complete, which doesn't ...
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Path Setting & Approval Process - updates are not syncing

I'm wondering if this is good idea to use Path with Approval Process? I have implemented the Path Settings with Approval Process but I have noticed that it's not syncing, meaning when I change the ...
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Test class for approval process with formula fields

I am trying to write a test class for an email controller but keep getting tripped up on the Approval Process part. The long & short of it is that my approval processes for SBQQ__Quote__c in my ...
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How to simply call an Approval Process from Apex Class?

I have created an Approval Process on OSR__c object. Due to some sudden changes in the requirement, I need to call that approval process from an apex class. I saw the various posts regarding automatic ...
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How to query to check to whom my record is assigned for approval?

How to query to check to whom my record is assigned for approval ? I mean, using query, can we find out actual approver, Assigned to and status as Pending....etc. that are already present in Approval ...
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Exposing IsLocked Field in Scratch Orgs

I'm in the process of converting an existing project to leverage Scratch Orgs. Our Production Org uses Approval Processes extensively, and so we have some Apex that does record unlocking and locking ...
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Restrict submitter as approver in approval process

I know that currently Salesforce does not offer a way to restrict a submitter who can approve their own record if the same user is a part of a queue meant for approving records or if the user is ...
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When a record is submitted for approval, how to display a picklist field value other than its default value?

There is an object (OSR), when a record is created and is submitted for approval, status field(picklist) value changes from 'Not Submitted'(default value in the record type) to 'Open'. If we try to ...
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Is it possible to fetch Approval process meta data using VS Code?

I am trying to fetch approval process metadata from one of my development org and deploy it to another development org, but I could not find a way to fetch the metadata regarding the approval process. ...
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To display an error message when a record is submitted for approval using apex trigger

Please help me with this code, Writing a Trigger to display an error message on Opportunity_Support_Request__c record which has no OSR Product and if it is submitted for Approval(by clicking on Submit ...
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How to write an apex trigger that displays error message “You must add atleast 1 product ” before submitting a record for approval

I am new to coding. I need help to write an apex trigger to display an error message(You must add atleast 1 product on the record to submit it for approval) before submitting a record for approval. ...
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Passing object data to a platform event

Thank you in advance for any suggestions! Scenario: I have a screen flow that guides a user through updating certain fields on a custom object, after they have entered the required data it is ...
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Recall Approval Process Email Service

I need to give the permission to all users to recall an approval process (not only the admin or assigned approver). I wrote an apex class and created a button that call the method that updates the ...
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How to call final approval in multi step Approval Process

I have created a multi step approval process. There is a need to stop on a step if any user final approve the request. But there is no way I can find to do this. As we all know the final reject ...
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Approval process, send to Role for approval

in an approval process I want to send for approval to members of a role, but the only possibilities is to send to users or the manager of the submitter. Any ideas how I can achive this? Thank you
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Sent email to contact with Accept and Reject options

I have two record types for the contact object, Mentor and Mentee. When a match is created, I want to sent an automatic email to mentor in order accept or reject the match. The mentee status will then ...
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Why am I getting error “This approval request requires the next approver to be determined by the Manager field.”?

We have a lead approval process that when submitted for approval, the first step is to seek manager approval. The submitting user has a manager defined in his user record and that manager is active. ...
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Prevent Submitter to approve the request if he is present in the approval queue assigned to the case

In Standard approval process how to prevent submitter to approve the case if he/she present in the assigned queue. We have standard approve buttons. On click on that do we need any option to check ...
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Approval Email Notification Template Is Not Triggered By All Users

I have created an Approval submission email notification template in Dev sandbox. This is working for all the users who ever submit the approval process, email is submitted to queue members/queue ...
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Approve or Reject link in visualforce email template

As of now users are sending a email with keywords of Approve, Approved, Reject or Rejected and we receive a reply response using email service InboundEmailHandler. but sometimes users enter keywords ...
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Is there any way to programmatically get the initial submitters for an approval process?

It doesn't appear to be query'able via ProcessInstance or any of the related approval objects.
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Approver name is not populating in Classic email template while requesting for Approval

I'm creating Custom Email Template(Text) for Approval aprocess in order to get email notifications. But instead of populating approver name in first line after Hi "ApproverName" it's ...
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RecordTriggerAutolaunched flow Not firing

I have done field update in approval process final approval action. I have created a RecordTriggered flow based on this objects field update. In the flow am updating its parent record field. But the ...
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Not able to connect my dev org to partner publisher org

I have developed an APEX APP, which is now ready for security review. I have created a managed package for my app on my dev org. Now, in order to start the review process, I need to create a listing ...
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Skip approval process step if individual has already approved a previous step

We have logic in place where an user who is not coded as a manager needs their managers approval. Then if it's over a certain dollar value it moves on to a specific individual based upon the ...
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Assigning Approvers through Apex at each step (Dynamically) of a Multistep Approval [duplicate]

Scenario is given below. On Account, I have an approval process. and it's multistep approval. Let's assume its a 2 step approval. but in the approval steps, No approvers are mentioned. for the ...
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How to set a community User as the Delegated Approver

I'm trying to select a Community User as another Community User's Delegated Approver but none of the Community User's show up. I have gone through the profile and tried to find anything that might ...
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Will the first option (recommended option) still allow the use of the mobile salesforce1 app?

I'm creating and approval process and I want to make sure they can use the mobile app (salesforce one) to approve requests. Should I choose the first option (recommended) or the second one. The ...
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Trigger an approval process for an email sent from activity component

We use the activity component to send an email directly from a record of a custom object. Now, we need to make sure these emails are approved prior to delivery. Is it possible to trigger an approval ...
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Approval process with Assigned Approver (Manually Chosen)

Under the approval process, we have Assigned Approver (Manually Chosen and Unanimous approval required Related user). I have gone through the other document that for Manually chosen approval process ...
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Approval Process- Add field update as the last step

I have a standard approval process with 12 steps for standard Quote object. In case no step matches the Quote record, then instead of auto rejecting the status, as a last step,a Field update should ...
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How to create Approval process dynamically

I am going to create the new approval process based on below conditions: Max 5 approvers, 4 mandatory approvers and 1 optional approver. All these approvers needs to choose by the user dynamically ...
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Error while rejecting approval request in test class

Explanation: I wanted to cover the following lines of code: for (ProcessInstance pi : [SELECT TargetObjectId, ( SELECT Id, StepStatus, ...
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Customer community License user as Approval process Initial submitter

I need your support to resolve one business use case. This client uses the service could and case the record is triggered for approval from the service console. The record approval or rejection is ...
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Is it possible to have custom page layout on approval process and on opportunity tab based on the values of a picklist field

I have an opportunity object that has a picklist field called PO Type. Based on the value of this field, I need to do things: I need to display fields belonging to a particular PO type. For example ...
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Use Approver Field of Object Owner Not Available

While configuring Knowledge Approval Process, I don't see the option "Use Approver Field of Knowledge Owner". Any idea why?
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EmailMessaging wont display the merge fields during the batchprocess

We have created a batchclass to send pending opportunity approval remainder email for the approvers as the flow we are sending email and referred a email template ID in which I have used merge fields ...
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How to remove the record from approval process when its status changed from workflow field update?

I have a approval process which is triggering when status of record is pending review. I have created a workflow rule to change the status to expired when the record is passed 14 days from its ...
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Enable comment box and make it required for rejection through path

I have used a trigger to make the rejection comments mandatory while rejecting the record via the related list which works fine. However when i reject the record using path, it gives me an error- ...
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How can the approvers assigned to an approval process approve it?

As a system admin, I've sent an email to the assigned approvers (automated) so that they can approve the process. Within the email, I've also attached the external URL link for the approval request as ...
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Record dependency

I have a custom object to apply for leaves (such as Casual, Sick, Unpaid) for the users in my org. I have applied a validation rule to check different users cannot create or edit any record for other ...
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How do I direct my Client to authorise my 3rd party Connected app?

A "connected App" was created in salesforce develop for our client. We need to assist the client to authorize the connected app so that the app can use their organization's salesforce data. We are ...
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Removing Record From Pending Approval WorkItems Throws DML Exception Of Permission Issue

I have these lines of codes that to remove a record from pending approval queue when conditions no more satisfied. Approval.ProcessWorkitemRequest processRequest = new Approval....
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Unable to see Edit button on lightning knowledge record for approved uder after record submitted for approve

I have approval process on Knowledge record. Once record submitted for record approval, assigned approver able to see publish/reject/reassign buttons but not able to see 'Edit' button in salesforce ...

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