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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Apex - Approval Process - getting INVALID_CROSS_REFERENCE_KEY when calling Approval.process()

The class below has a method that runs on an After Update Trigger for a custom object. It attempts to automatically Reject the approval process when a picklist field (Work_Sub_Status__c) on its Target ...
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Related List on Approval Screen

I have the scenario like .. I have my quote and whenever I am adding any product to cart and the discount is greater than 20 % it should go for approval. Now on my approval screen I want the details ...
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28 views

How Can I update a Lookup Field Automatically [closed]

I have a custom object that I need to auto-fill a Lookup field, to the Manager of the User that created the record. I need to do this for a 3 step approval process, and the email alerts associated ...
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728 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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38 views

Challenges on publishing knowledge Translated article

We have created approval process in Lightning on knowledge object, where Internal user will assign article to translators. Then translators will send article to Internal user for review and approval. ...
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2k views

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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388 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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4k views

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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19 views

Adding OR condition in ApprovalProcess entry criteria

I am new to Salesforce framework. Recently I am working on modifying an existing approval process which is as follows: <entryCriteria> <criteriaItems> <field>My_Object....
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890 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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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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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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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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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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583 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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4k 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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dont know why '\n' is not working for next line

I am using '/n' in below way public String appComment{get;set;} for(Processinstancehistory p:listp) { appComment=appComment +'\n'+ p.Comments+'\n'; } I am getting result in one line . I need every ...
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Every time i append a string in for loop , i get a null in between

So I am running a string append statement inside a for loop String apComment; apComment = ''; for(Processinstancehistory p:lispros) { apComment +=p.Comments; } So after this, I get the ...
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Submit for Approval Button in lightning community

I have submit for Approval button in Lightning community which is a quick action button calling a VF page. QuickAction: The VF code: <apex:page showHeader="false" sidebar="false" ...
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454 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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Set Approval/Rejection comments to field values using trigger?

I've written a trigger to check that certain fields have been filled out before a rejection is valid in my approval process. I'd like the trigger to also set the rejection comments to a concatenation ...
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Triggering the approval process from JavaScript in Lightning Web Component

I have a quick question on approval process and I would like to get your suggestion on how to implement this particular requirement. We are developing a custom lighting web component for our ...
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30 views

please help with approval process!

Need help! I am trying to do an approval process, that will be triggered automatically from process builder. The problem I have, is picklists. I want the approval to go out automatically on the ...
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Approval process Iin salesforce

I have a situation with approval process. i have edited an approval step for an active approval process in dev. The same approval process is active in prod as well now i need to delpoy this through ...
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Approve or Reject your Approval Process Using Chatter in lightning knowledge

I have approval process on knowledge. When draft knowledge is created record is submitted for approval. How to approve or Reject knowledge record Using Chatter in lightning knowledge.
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Data Type Conversion Error on Approval Submission in Flow

I have a flow that runs the following steps: Screen allowing the following user inputs: Total Allowable (Currency) Total Paid (Currency) Has Supporting Documents (Text Dropdown) Reason Code (Text ...
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142 views

Reassigning Pending Approval Request thru APEX (as non-admin user)

Is there any way to re-assign a pending approval request thru apex code (for non-admin users)? I have an opportunity related approval process kicked off that created the approval requests (currently ...
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492 views

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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3k views

Field updates that are executed as approval actions don't trigger process

I am updating a checkbox field "Is approved" when a record is approved by approval process. When this field is updated I want to trigger an action that create account record. However this is not ...
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498 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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NO_APPLICABLE_PROCESS while submitting approval for time sheet entry [duplicate]

I have an approval process for timesheet entry: I have a timesheet entry which is fulfilling criteria for the approval process. The approval process is in active state. I am doing something like ...
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537 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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508 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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SFMC multi-step approval process

I’m configuring approval processes for marketing cloud and ideally the process would be as follows Marketing uploads email and submits for review Legal team reviews email and approves IT team ...
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580 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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619 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
601 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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19 views

Approval process custom HTML email template with no header and multiple languages based on user

Approval process custom email template ( not Vfpage but salesforce HTML email template with no header) with multiple languages based on user. I know this is possible with VF pages but we would like to ...
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1answer
20 views

Can non-approved email be used for test sends?

I'm planning to enable approval workflow in SFMC instance. Part of the approval process will include sending the email to a Seedlist for approval. I know it's not possible to send a non-approved email ...
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7 views

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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721 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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17 views

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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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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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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1answer
15 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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639 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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513 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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13 views

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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362 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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932 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!