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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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12 views

Through Email am not able to approve the record but through record link in the email i can able to go to the record and can approve manually [on hold]

How to approve through email: Email Template: <messaging:htmlEmailBody > <html> <body> <!-- required fields --> <apex:outputText value="...
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Visualforce Component email template [on hold]

Hey there i am trying to generate a pdf through visualforce component which i am using in email template which i am sending through approval process when i try to print record id in pdf it works fine ...
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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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646 views

Delegated approver not able to approve

I have a delegated approver who has Modify All access to an object, the object has OWD of Public Read/Write but when the approver tries to approve, I get an error saying Insufficient Privileges. Am I ...
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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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15 views

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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8 views

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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12 views

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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608 views

Get error after embed {!ApprovalRequest.Comments} in email template

I add {!ApprovalRequest.Comments} inside my email template and I could not save it.It give me this error Error: Unknown property 'core.email.template.EmailTemplateComponentController....
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377 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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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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348 views

Deploy Approval Process using Mavensmate

I'm trying to deploy an approval process to another production org using Mavenmate deploy to server. My problem is that the approval process I'm trying to deploy has an assigned user in the approval ...
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868 views

How to add a user to a running approval process?

Imagine 1000 Contacts x are in Approval Process z. How would I then add a user 'Ryan' to the existing approval processes to help the approver 'Carla' finish all these? Any help greatly appreciated!
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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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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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3k views

Approve/Reject many Records at once via Apex

I have an idea of approving/rejecting multiple records via apex. I read from https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_process_example.htm and I was able to approve/...
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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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28 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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822 views

Approval History Related List in Visualforce Email Template

Am wondering how to get usable info in the approval hisotry I can add to my visualforce email template. I have the below (UPDATED): <messaging:emailTemplate subject="Lead Final Approval" ...
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718 views

Formula is required - Approval Process

I am getting the below error: Function ISCHANGED may not be used in this type of formula. Stage -> Picklist Closed Date -> Date field Total--> Formula (Currency) field Req: I need to ...
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129 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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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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709 views

Migration between unrelated orgs

Hi I will have to migrate code,reports and metadata between 2 unrelated orgs and I have concerns regarding few components. reports I remember having problems while deploying report folders. I had to ...
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362 views

Auto Approve records

I have created an approval process that uses dummy step as false and else approves the record. It works but auto approval is being stamped with the current user as assigned to and actual approver. How ...
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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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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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861 views

Default Submit for Approval button?

I created a custom object. I have not created any approval processes for this object but for some reason, there's a Submit for Approval button showing up while viewing a record for this new object. ...
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how to unlock a record in approval process in lightning mode

I have an approval process on an object which is triggered via lightning action button. when a record is under this approval process, the record should be locked as per the approval process. but it's ...
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Approval Process Error: Too many retries of batch save in the presence of Apex triggers with failures: Number of retries: 2

I have an Process Builder process that submits a records into a Approval Process. It only seems to work without error if I have no entry criteria. If I have any criteria added to the Process Builder ...
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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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1k views

Approval Process error : MANAGER_NOT_DEFINED

I have an approval process in place for object K__c. In this approval process Next Automated Approver Determined By : Manager of Record Submitter Now I want to set the Approver to a particular user ...
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33 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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21 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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1k views

The approval process references the workflow action FieldUpdate Some_Field_Update, which doesn't exist for the Some_Custom_Object__c object

While trying to deploy an approval process with the Salesforce Migration Tool, I get the following error: The approval process references the workflow action FieldUpdate Some_Field_Update, which ...
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523 views

Approval process submitter restriction

Is it possible to make restrictions during the approval process so that approvers can not submit a request?
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3k views

Enable checkbox Delegated approver

In approval process i need to select checkbox for Delegated approver but i am not able to see this option when i open existing approval process for an custom object Promotions. could any one help me ...
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48 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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22 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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59 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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2answers
3k views

field validation on approve or reject for approval process

I am creating an Approval Process. Its a simple process with 2 approval steps I have a requirement where an assigned approver (user) must populate one or more fields on a record before they approve or ...
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3k views

How to query recent approver name from Approval history?

How to get a recent Approver Name (only Recent Step Approver Name ) from Approval History. I am trying using below SOQL this but no success: SELECT id, p.NodeStatus ,p.ProcessInstance.Status,p....
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How to find and remove data records associated with an inactive approval process?

I have a custom field that is referenced by an Approval process, long since deactivated. However when I try to delete the Approval process, I get: Cannot Modify Active/Once Active Approval Process ...
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424 views

How to update approver comments in opportunity object

My requirement is to copy the approver comments in the Opportunity Level Field When the approver approves the record with comments.I have to update in opportunity level. Is there a way to achieve ...
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1k views

Create an event after a record has been approved

I want to create a event after my record have been approved, I have a checkbox checked when my record is approved so I can create my event, but the record will be locked !!!! There were custom ...
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2answers
433 views

Approval comments in apex trigger

We want to show the comments from approval process through email. Can any one please help us to sending approval comments through emails.
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42 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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57 views

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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NO_APPLICABLE_PROCESS :No applicable process found!

// Insert an account Account a = new Account(Name='Test', annualRevenue=100.0); insert a; // Create an approval request for the account Approval.ProcessSubmitRequest req1 = ...
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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 ...