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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Customer community License user as Approval process Initial submitter

I need your support to resolve one business use case. This client uses the service could and case the record is triggered for approval from the service console. The record approval or rejection is ...
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Is it possible to have custom page layout on approval process and on opportunity tab based on the values of a picklist field

I have an opportunity object that has a picklist field called PO Type. Based on the value of this field, I need to do things: I need to display fields belonging to a particular PO type. For example ...
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Use Approver Field of Object Owner Not Available

While configuring Knowledge Approval Process, I don't see the option "Use Approver Field of Knowledge Owner". Any idea why?
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EmailMessaging wont display the merge fields during the batchprocess

We have created a batchclass to send pending opportunity approval remainder email for the approvers as the flow we are sending email and referred a email template ID in which I have used merge fields ...
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How to remove the record from approval process when its status changed from workflow field update?

I have a approval process which is triggering when status of record is pending review. I have created a workflow rule to change the status to expired when the record is passed 14 days from its ...
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Enable comment box and make it required for rejection through path

I have used a trigger to make the rejection comments mandatory while rejecting the record via the related list which works fine. However when i reject the record using path, it gives me an error- ...
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How can the approvers assigned to an approval process approve it?

As a system admin, I've sent an email to the assigned approvers (automated) so that they can approve the process. Within the email, I've also attached the external URL link for the approval request as ...
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Record dependency

I have a custom object to apply for leaves (such as Casual, Sick, Unpaid) for the users in my org. I have applied a validation rule to check different users cannot create or edit any record for other ...
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How do I direct my Client to authorise my 3rd party Connected app?

A "connected App" was created in salesforce develop for our client. We need to assist the client to authorize the connected app so that the app can use their organization's salesforce data. We are ...
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Removing Record From Pending Approval WorkItems Throws DML Exception Of Permission Issue

I have these lines of codes that to remove a record from pending approval queue when conditions no more satisfied. Approval.ProcessWorkitemRequest processRequest = new Approval....
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Unable to see Edit button on lightning knowledge record for approved uder after record submitted for approve

I have approval process on Knowledge record. Once record submitted for record approval, assigned approver able to see publish/reject/reassign buttons but not able to see 'Edit' button in salesforce ...
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Approval Process when a checkbox is changed

I have a checkbox on account with active status. When someone edits the checkbox, an approval process starts and the manager needs to approve or reject. My issue is that this approval by the manager ...
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Queue members can not edit case record through Apex even though submitted record for approval is unlocked

I have two objects Contract and Case and if any cost update happens to contract through visualforce/lightning page, case trigger handler is fired to update also. Here are the recent changes done in ...
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Partner Portal Approval history is not visible after Lead Conversion

I'm using Leads in partner portal with approval enabled. The approval history is part of the Lightning Record layout is available and View All is working as long as the Lead is not converted. Once ...
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Why am I getting this error: Variable does not exist: targetObjectIds

Good day, Still new to SF. I'm trying to put extra columns on the Items To Approve table in SF Classic. But I'm getting variable doesn't exist error. this is my controller. Please assist: public ...
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Recall approval process by community users

I have setup an approval process which will be triggered by Process builder based on a field which will be changed by Community user.Approval process is for address update done by community user.I am ...
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when approval process is modified what happens the old records which are locked?

I have old approval process in which there are 3 approval steps and I created new approval process entirely same as old approval except I removed one approval step and i deactivated old approval and ...
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Approval Process: Only Commit Users Selection on Approval

Here is the use case I am having trouble with: A user needs to transfer a case to another office, office is a picklist. When the Picklist Value is updated, seek approval from a manager. If approved, ...
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Two different Rejection steps in Approval process

In the approval process, there are 2 different business process to reject the process, via "Reject for Correction" and "Reject for Quarantine". When "Reject for Correction" is selected then we have ...
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Deploying another version of approval process - what happens to the pending records?

I have an active approval process in production - named qualification approval 1. and now added a new step to the new version of the approval process named qualification approval 2. The idea was to ...
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How to Unlock thousands of records as they are locked due to approval process

Hi is there any way to fetch all the opportunity records which are in the locked state due to the approval process and as an administrator I want to unlock all the records at a time.
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Authentication via SFDC to “Approve” a record - Secure method needed [closed]

I have a unique requirement to build and am having trouble with the method to use to meet it. Working with a science lab that wants the ability to soft lock a record (via Validation Rule) that ...
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Approval Process for quote line items

I have product types like Add Ons, Sub products and main products. My question is If I have any Add-on Products in quote, I should get approval from manager. When I go to approval process in process ...
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35 views

Get Id or name of current approval process

Is there any way to get Id or name of current approval process which is applied to record? E.g. Id currentApproval = getCurrentApprovalId(recordId);
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How to get a record's approver's title using a flow?

I have an approval process that is on "Market" object and it updates a certain "isApproved" field. It has a "DecisionBy" picklist field, that needs to be updated with the "Title" of the approved user (...
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How to filter records with approval history

I'm trying to view records of a particular sObject with non-empty approval history. Is there a way to get it either from the UI or using SOQL?
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Email Message sent out even when Approval Request fails

We have an Approval Process (AP) and a Process Builder (PB) on Email Message object. We also have a PB on Case object. The logic is following: A user creates an Email Message on a Case record and ...
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How to trigger a process when an approval process has approved

I need to trigger a process builder when an approval process has approved a record. Instead of explicitly updating a field, is there a standard field update that happens with approval? (For which I ...
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Process is not triggered after field update from approval process

I have an approval process that sets a "isApproved" boolean field to True in an object. I have a process builder that is configured (with record creation and update) with entry criteria that executes ...
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First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found

I encountered this error message recently in a function that had been okay before: "First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found". As ...
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32 views

Validation Rule on Custom Button

I have an issue with validation rule. I need to validate fields when click "submit for approval" button. If the fields have been filled properly then continue firing button submit for approval. Is ...
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Send Approval Comments in Visualforce Email

I have a custom Visualforce email template with a VF component inside it that displays the most recent Comment from an approval process. It is built with the same approach shown in this blog post by ...
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39 views

How to disable the approval process in the Opportunity object for certain user?

How to disable the approval process in the Opportunity object for certain user? Even if the users press the submit for approval the Opportunity record to became automatically approved. Please advise ...
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Approval Process status on Case Layout

I have an Approval Process for custom object linked to Case object. Do guys know if it's possible to show the approval status of this object anywhere on the Case ? Thanks a lot,
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Can we add Alert Popup message in Standard Approval Process on Opportunity in Salesforce?

I have standard approval process on Opportunity, I want a alert pop up message with "Cancel" and "Submit" buttons. Is there any way to accomplish this without customisation/Code ? Any comments will ...
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How can I make records only update after they are approved

Requirement is that a user can update the values in an account record (Short Text, boolean, number), and then that doesn't actually update the record until it has been approved by the owner. More ...
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Why can only admins see additional fields in Approval Request detail screen?

In Lightning when an approver clicks on one of the "Items To Approve", he is taken to the Approval Request detail screen. Here it shows approval status and just two fields: Name and Lead Owner. ...
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Autoapproval in Approval Process

If 'X' is sending a record for approval to user 'Y' and if without approving he just re-assigned the request to 'X' then the record need to autoapprove, because the request is raised from X itself. Is ...
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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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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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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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37 views

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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50 views

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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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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31 views

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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276 views

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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34 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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