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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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21 views

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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Build a Discount Approval Process Trail - Specify Final Approval and Rejection Actions [closed]

Please help me i am trying completebut unable to figure out the reason for the error The rejection is not configured correctly for 'Discount Approval Process'. VP rejection of the opportunity did not ...
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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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22 views

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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18 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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15 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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18 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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13 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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8 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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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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32 views

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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1answer
30 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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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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28 views

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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25 views

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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18 views

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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41 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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1answer
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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23 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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1answer
60 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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84 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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51 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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25 views

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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2answers
72 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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1answer
57 views

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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27 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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1answer
121 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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18 views

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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33 views

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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23 views

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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3answers
110 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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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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65 views

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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1answer
96 views

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
38 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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2answers
30 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
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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1answer
161 views

how do i create a approval process on Quote Line Item

I Need a small Help, MY requirement is to create a approval process on Quote Line Items, (Whenever the discount is more than 10%) it should be automatically assigned to the Approver I have designed a ...
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19 views

How do I show a custom error message instead of 'No applicable approval process was found'? Salesforce [duplicate]

I would like to show a custom error message to override the standard Salesforce message of 'No applicable approval process was found.' The error message is due to the user not checking a box, which ...
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73 views

Add ProcessInstanceWorkitem tab [closed]

By clicking on Step 1 link in Approval History related list, you can access ProcessInstanceWorkitem item which show all user's pending request by modifying the URL. Is there a way to add a tab instead ...
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115 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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1answer
37 views

Locked record editable by any user on VF page during approval process

I have a multi-level approval process which locks the record from editing when it is initially submitted and locks the record as a final approval action (except for current approver and sys admin). We ...
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472 views

NO_APPLICABLE_PROCESS, No applicable approval process was found, yet the criteria is met, no code change in years

Having an odd issue in our prod org recently. Code and approval items haven't changed, yet for some reason after our last monthly release we've been getting the no_applicable_process error here. The ...
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25 views

When approver rejected the approval process, it should go to the final rejection and unlock the record but this is not happening

When approver rejected the approval process, it should go to the final rejection and unlock the record but this is not happening.
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1answer
26 views

Visualforce Controller to Enter Approval Process

I have a Visualforce page that is designed to allow an approver to either approve/reject an Opportunity as a Final decision, or approve the Opportunity and then send it on for another approval. The ...
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34 views

Auto approve record after it were submitted for approval

I try to approve record automatically after it was send for approval by standard functionality. How can it be done through apex? Here is my code: trigger ITAssetTrigger on IT_Asset__c (after update) {...