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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Stop sending emails while submitting for approval

I have configured email notification when check box is true in the quote page. I am getting emails - fine. But I'm getting mails while click on the submit for approval button - I don't want! How can I ...
Babu Bangaram's user avatar
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Salesforce Approval Process - ProcessInstanceWorkitem use ActorId manager after Reassign

It's possible use the ActorId manager during the approval steps instead of the initial approver's manager (OriginalActorId) after reassign?
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Is it possible to set up an approval process that assigns an approver automatically based on the user that sets up a transaction?

I would like to know if I can set up an approval process based on the user that sets up a transaction In this particular case I would like to know if its possible for me to assign an approval process ...
Enrique Aquiles Matsumoto's user avatar
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Can one person in the approver group approve on behalf of everyone

I am new to SFDC. Can one person in the approver group approve on behalf of everyone? Secondly, the scenario is that there are multiple user groups in one approval step and we just require one ...
TF.'s user avatar
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Approval Process Update conflicting with validation rule

I have a flow that automatically fires an approval process that needs unanimous approvals from three different managers. When the Opportunity enters stage 5, this before-save record triggered flow ...
Balaji Pooruli's user avatar
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Mass approve/Reject Approval via Apex CPU issue

I'm working on a custom approval flow where a user can mass approve or reject records from a LWC data Table. Then using the Approval class in the Apex controller to update the record in the approval ...
Steven Hodge's user avatar
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Apex Trigger not triggering upon Field Change in Approval Process

I have a flow which calls an approval process on a custom object. The approval process changes a picklist field to either confirmed or not fulfilled based on the response. I have an Apex trigger on ...
Gowtham Sriram's user avatar
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Error: The proposed data changes would violate a uniqueness constraint when changing a format page of an approval process

I already had created an approval process for the "quotes" object and it was working fine. The client asked us to add a custom field to the page layout of this approval process. This is a ...
Santiago Villamil Paz's user avatar
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Field Update Upon Entering Approval Process Step, BEFORE Approval or Rejection

Is it possible to create a sort of "Initial Action" when a record enters a specific approval step? (Separate from the Initial Submission Actions) I have a multistep approval process (about 6 ...
Miguel Diaz's user avatar
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Auto Approval process causing NO_APPLICABLE_PROCESS, No applicable approval process

I have an approval process which auto approves the record once an entry criteria is satisfied. I am submitting record for approval process via trigger. But it throws an error: Process failed. First ...
devforce's user avatar
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How can I have the end-user trigger a second approval process within the same Object manually?

I have an interesting question for you guys... I have two different approval processes associated with one Object and per different field criteria, they trigger accordingly... I also have two flows ...
Dmitriy Gerchikov's user avatar
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How to change Actual Approver value of an approval process from Apex

source:change-actual-approver-value-of-an-approval-process-from-apex 2 I have Visualforce page hosted on the force.com site. The user (or an approver) can approve/reject the request of certain custom ...
lafa's user avatar
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Update quote after unlocking it in screen flow

I have a business requirement that lets a the user - who submitted a Quote record for approval - update it if he wants to. For this, I created a screen flow. I start by unlocking the record and then I ...
jojo's user avatar
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Approval process for external users (lightning experience)

I have a standard approval process that needs to be approved by external users (experience site). When the approval process is kicks-off, an email is sent to the approver. I am merging the field on ...
Lut's user avatar
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Error when trying to create a field on the Standard Object: Approval Request

I am trying to create a field on the standar Approval Request object but I get the following error: Unable to Access Page The value of the "entity" parameter contains a character that is not ...
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Approval Process: Sending Notification to Submitter NOT the Approver

According to these resources I found, I believe this is a known issue from Salesforce where Approval Process sends the bell notification to the Quote Submitter NOT the Approver. developer salesforce ...
Aslah P Hussain's user avatar
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Send approval request mail to non-salesforce user

Is it possible to send the approval request mail to Non-salesforce users via Standard approval process? I think by Apex we can send the approval request mail, but then how the approver will approve/...
Parvindra Singh's user avatar
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How to check how approved record previously in approval process?

I want to know who was previous approver for my record. I checked for process instance lastactor but value for this field is empty and I cant query approval history record in soql
Dnyaneshwar Kalwatre's user avatar
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Record is not getting locked in via Approval Process

We have enabled a approval process with initial action as "Lock the Record", once the record is submitted on criteria met in the field history we could see the record is locked. But in the ...
Rajasekhar's user avatar
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Unable to see Automatically assign to queue, under select Approver?

How to add Automatically assign to queue, under select Approver options?
naveen 's user avatar
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Approval Process - No Applicable Approval Process Found unless User is Record Owner

I'm working on a custom object and I have an Approval Process for this custom object. I set the Entry Criteria for the Approval Process to be when Formula evaluates to True and set the formula to be ...
Matthew Harris's user avatar
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Recalling and Invoking Approval Process record locking is inconsistent

I’m facing one weird consistency issue in locking / unlocking of records on Recalling Approval process and invoking the same Approval process again. I have a requirement where on click of LWC Action ...
AjaySFDC's user avatar
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ENTITY_IS_LOCKED error, when ProcessInstanceWorkitem is reassigned in the Apex code

we have logic, that reassigns approval request in the code. This logic is executed in the batch and base on some conditions on the record reassigns Approval Request to different Approver. public ...
Jakub Godlewski's user avatar
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74 views

Auto Approval in Approval Process

I have an approval process with initial criteria Amount<3000. In this process, I have a user X who should auto-approve the approvals. So In the approval steps, I added criteria opposite to the ...
Ash's user avatar
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Improved CPQ Quote Preview Process

Our company has NS with SF and CPQ on the front-end. I'm one of the team members responsible for approving quotes. When I receive those emails, there is a link that takes me to the opportunity, but ...
Burm's user avatar
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How to get comments from pending approval button (Approval Process)

So basically I want to get the comments when pending approval is being clicked if it's populated by the submitter and send a visual force email template. Sample code below for reference. Disregard the ...
salesforcedev01's user avatar
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whenever run the batch apex job I am Getting error like "First error: Field is not writeable: ProcessInstance.Status"

global class TimecardApprovalBatch implements Database.Batchable<sObject> { global Database.QueryLocator start(Database.BatchableContext bc) { // Query all Approval records that ...
Jhon's user avatar
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246 views

Unlock records submitted through Approval Process in single transaction

I want to unlock records submitted through Approval Process and I found that the Approval Class has methods which allows this. However,i'm confused by the results of the isLocked property in trigger ...
Sagnik's user avatar
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Want to fetch data from the approval history related list or approval process data into lwc or apex

Just wanted to fetch the approval history or approval process data into an lwc component to show the approval step's included in the approval process but wasn't able to do so. tried to parse the ...
Jay Gupta's user avatar
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323 views

Emails not fired in salesforce

All I am working on an approval process, and specific email alerts I have added. It gets fired when approval/rejection occurs from certain profiles and sometimes doesn't fire. Thinks I checked: I ...
Ash's user avatar
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How Approval Processes Actions will be done after the freezing of workflows?

Salesforce has announced that they will be retiring their Workflow Rules and Process Builder functionality. As a result, users will no longer be able to create new workflows or make changes to ...
Leandro Ferreira Fernandes's user avatar
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1 answer
251 views

Setting Sales Agreement Status to Activated in Test class

I'm using Manufacturing Cloud and I need to write a test class using Sales Agreement in Activated Status. Unfortunately, Salesforce returns DML exceptions if I try to make an update to Status field. ...
zanstaszek9's user avatar
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217 views

How can I add a lead button to the approval history-related list

How can I add a lead button to the approval history-related list? Like, as we select approval requests, it's redirected to the all approval requests page. I have to add the lead option that redirected ...
Mr. Mehul Kayasth's user avatar
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1 answer
320 views

What is the best way to check if a record has been approved in Apex?

We're trying to limit the amount of DMLs on a highly used Object. Aside from putting a flag on the object like "Approved__c" and updating this in the Approval, is there an efficient way (...
Edwin Schaeffer's user avatar
2 votes
1 answer
645 views

Does each field update in Approval Processes cause a trigger to fire for each update, or does it act in bulk?

We have a quite bit of activity that acts on update of an Object which causes UNABLE_TO_LOCK_ROW errors with subsequent transactions within a 2 minute time period. Hence, I'm trying to minimalize DML ...
Edwin Schaeffer's user avatar
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1 answer
391 views

Approval Process Does Not Send Email Alert For Specific Profile

I created an Approval Process for a custom object and added access to the Submit for Approval button on the page layout for a profile. When I'm logged in as Sys Admin, the process will send a bell ...
Adrianne Geyer's user avatar
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1 answer
1k views

Approval History related list not showing

I'm logged in as an admin, and can't figure out why the Approval History related list isn't showing. The approval process is on the correct custom object, and the page layout that contains the relates ...
user1702965's user avatar
1 vote
2 answers
54 views

Issue with overwriting a checkbox field through apex

if(e.No__c==3 && e.Contact__r.Completed__c==true){ e.Contact__r.Completed__c=false; System.debug('varcheck02'+e.Contact__r.Completed__c); System....
Sandeep's user avatar
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1 answer
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{!ApprovalRequest.Comments} in lightning email templates

i am trying to transform all hte classic email template that i have to lightning email templates, and i can't figure out how to change {!ApprovalRequest.Comments} i've tried {{{ApprovalRequest....
Amir Bouzid's user avatar
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1 answer
251 views

Can there be multiple pending actions in a single record in approval process on same object

I have 2 approval process running on same opportunity record.Now my question is that can there be multiple pending ( means for diff scenarios say) or will the other approval process fire only when the ...
Kiran's user avatar
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Does approving on an step means the record will execute the Final Approval Actions and not go to the next steps?

I have an approval process that on the first step sends a quote to our CRO if the Quote Term is less than 10 months. My next steps involve other criteria that go to other members of the executive team....
Neto0291's user avatar
1 vote
1 answer
936 views

Can we delete approval history records?

We have hit the limit for approval processes. There are inactive ones which can be deleted but we can't delete it without deleting the associated records. Is there a way to delete only the approval ...
sforce's user avatar
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1k views

User gets "Another user recalled or responded to this request" error when approving a record in Lightning

Our Approval process was working fine until yesterday, we started facing this error. Even though we have not made any changes in the setup. Even with admin profile we are facing same issue "...
HARKIRAT SINGH Vasir's user avatar
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1 answer
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How to write an Action when Approval Process Line item is created for the approval Process

I have a requirement. When Processinstancelineitem created for process instance I need to update the current actor name in Target object record. Please let me know what are the possible ways to ...
Narasimha's user avatar
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1 answer
2k views

Send email notification to submitter of approval process after record was approved

I wonder how to send email notification to submitter of approval process. When I trying to set email alert I see only Creator/Owner and nothing similar to Submitter. What will be the best way to ...
Grzegorz Połuch's user avatar
2 votes
1 answer
522 views

Test class: NO_APPLICABLE_PROCESS, No applicable approval process was found

I am trying to create a test class in order to have code coverage for a batch class doing approval processes escalation, but I am receiving the error from the title. I have used the SkipEntryCondition=...
99LittleBugsInTheCode's user avatar
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1 answer
139 views

query only recalled record for approval process

I have a requirement in which I need to query only those record which are recalled, is it possible for using query or through report.
Ali Khan's user avatar
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2 answers
1k views

Auto Submit for Approval with Flow - nextApproverIds issue

I have one approval process that has the Assigned Approver as Manually Chosen. I want to create a flow to automatically submit the Opportunity to approval when certain criteria is met. On the Process ...
Julio Didier Maciel's user avatar
1 vote
0 answers
87 views

Post to a Chatter Group from a Process not success

I have a approval process. Through that i am updating the approval status to Approved. after the status changed to approved through the approval process I need to post chatter message to one of the ...
Basu's user avatar
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1 answer
337 views

Approval Process Escalation after x number of Business Days

I've been searching for a solution to this for over a week now, but no luck. The short description is that we have an approval process on the Order object, with multiple steps, each step containing ...
99LittleBugsInTheCode's user avatar

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