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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13 views

How to reply to Salesforce approval request emails from a button in the email body? [on hold]

what I'm trying to do is to create two buttons: one for request approval and one for rejection, in the email body itself, that will open a new email with the To: field populated with the approval ...
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16 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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18 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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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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479 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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1answer
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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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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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23 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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1answer
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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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383 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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1answer
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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384 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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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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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 ...
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16 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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513 views

Submit & Recall Approval Request Button Missing On Custom Related List

I have custom Visualforce Page which included the approval process as related list. <apex:relatedList list="ProcessSteps"/> I can't see Submit & Recall Approval Request button even I'm a ...
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129 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
47 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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138 views

Approval Process: Word used to approve or reject not understood

One of my users is receiving this message when approving something from the Record page: "Your workflow approval message was not processed. The word used to approve or reject the item was not ...
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1answer
984 views

Get all Approval Process names of a specific object XYZ__c in apex

I have created 4 approval process for an object XYZ__c. In a VF page I want a picklist of all the Approval Process Name of that Object. After selecting one of it I have workflow rules depending on the ...
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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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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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1answer
440 views

Prevent approvers to "Reassign' requests to the record creator

I have a scenario where I need to prevent the approvers from reassigning the requests (by mistake) to the record creators themselves. Any help would be greatly appreciated. Thanks
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1answer
458 views

Approval Process Multiple Approvers

We have 4 approval steps based on a multi-select picklist. Step 1 If multi-select picklist = (A OR B) OR (A & B) Will go to Approver 1 Step 2 If multi-select picklist = (C OR D OR E) OR (C & ...
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1answer
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Cannot set Assigned Approver as ‘Queue:Queue_Name’ in Approval Steps of Approval Process using Metadata API

If the queue does not contains parent Object as supported Object but doesnot contains childObject as supported Object user can set Queue as approver for a approval process created on child Object. But ...
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3answers
30 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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1answer
451 views

Self Approval Process

We have a custom object Employee. Created a lookup field with Employee object (Self - lookup) called as Manager. Whenever submit to approval Manager should be approve. But manager unable to approve ...
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How can I determine if the current user in an Apex transaction can modify an Approval Process locked record?

I need a mechanism to detect if a record is currently locked by an approval process and it would block the user running the Apex code from modifying the record. First, some context for where this is ...
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Dynamic Approval routing to a list of Users

I'd like to know how to submit a record for approval to a list of Users in a particular Role. Since this is not doable in Standard Approval Process, I thought Dynamic Approval routing would help. But ...
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425 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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2answers
482 views

Using User 's Alias/Username in Workflow/Approval Process Entry Criteria & Validation Rules

Many time we have some requirement in Approval Process field Criteria, Workflow Entry Criteria and Validation rules where some checks are required specific to users. For e.g. Take Some workflow ...
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1answer
511 views

How to clear ProcessInstanceNode records?

I was checking my org's data usage and I found that Process Instance Node consumes most of the space in my org(38%). Is there any way if we can delete process instance node records without disturbing ...
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247 views

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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1answer
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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1answer
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No applicable approval process found - Process builder

I have a process built in process builder that will submit a record through an approval process once certain criteria is met. The purpose of the approval process is to lock the record so changes can'...
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1answer
589 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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1answer
642 views

Update picklist automatically to previous value, if the value change hasn't been approved

i have to submit each change of the value of a specific picklist to an approval process. This happens automatically with the process builder. Everything works just fine, if the change is approved, but ...
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1answer
570 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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2answers
27 views

When an approver is dynamically chosen on the base of a related field is possible to reassign the approval step through apex?

Suppose to have an approval process where the approver of a step is a related user designated through a custom field. If the value of the custom field is changed, all the records in this approval step ...
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1answer
34 views

Field update after approval process

I am having an existing process where a trigger triggers a approval process. After the approver clicks for approve a field called Approval_Status__c should be checked. I wrote a workflow but seems ...
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0answers
32 views

Pull comments field from approval process to detail page layout

Is it possible to pull comments field from approval history to detail page layout..If not any alternative solution ..The basic idea is to show comments on the detail page layout for a record .
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1answer
10 views

approval process action 1

If we create a customer name and checkbox true then it must assign to two users to get approval ( any two user) but after first user approved then it automatically send to second user for approval how ...
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803 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!