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

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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19 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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Approval Process in Salesfroce for Unanimous approvers [closed]

I have a total of 8 approvers in my approval process. 1) regional manager 2) legal manager 3) Product Manager 1 4) Product Manager 2 5 Product Manager 3 and so on... My Approver requirements: 1)I ...
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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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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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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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24 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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20 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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18 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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31 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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27 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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32 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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22 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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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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41 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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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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56 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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27 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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21 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
39 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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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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45 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
35 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
28 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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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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111 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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18 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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67 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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69 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
36 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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375 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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23 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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18 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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29 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) {...
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17 views

Approval Process email actions work in classic but not Lightning

Created an approval process in classic that works as expected sending email to my gmail account. When I upgraded the app to Lightning the approval email alert does not send email. I looked at various ...
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22 views

Get Approver Ids or Names in approval process [duplicate]

Is there any way to get the list of all approvers across all steps configured in the approval process? I looked the ProcessDefinition and ProcessNode but they don't have the approver information.
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29 views

Move approval history to another record

We currently have an object that for many different reasons will be deprecated. We want to move the records to a new object, but also want to retain the approval history. Has anyone done this before? ...
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REST call for ApprovaProcess and ApprovalEntryCriteria not working

I posted a question about this some days ago. I'm trying to retrieve ApprovalEntryCriteria for an specific ApprovalProcess via metadata REST call: /services/data/v44.0/metadata/salesforce/types/...
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Retrieve approval process entry criteria via REST Api

I'm trying to retrieve an Approval Process entry criteria by its API Name. I know you can get the Id querying ProcessDefinition but I need to retrieve entry criteria via REST. I've seen that ...
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2answers
96 views

Assign record approval person based on value on a field

Is there a way to assign the approval for a record based on value of another field? Basically, I was trying to assign the approval based on the "area" field assigned to that record. Based on the area ...
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1answer
30 views

How to block user from use the “Submit for Approval” button if some fields are blank?

I have different approval processes on the same object and of course they require a different combination of entry criteria. However, all of them share the fact that some fields are mandatory for ...
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118 views

Auto approve record when it is submitted for approval

I try to approve next step of approval process automatically, when submit for approval button is pressed. So, when the button is pressed, it updates two fields on record and then trigger is run. I try ...
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29 views

ID of an approval request?

Is it possible to do something like: Approval.ProcessSubmitRequest req = new Approval.ProcessSubmitRequest(); req.setComments(quoteObj.Sales_Rep_Comments_for_Approval__c); req.setObjectId(quoteObj.id)...
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How to find and remove data record associated with an inactive approval process?

This is a duplicated of this and this questions. I decided to create a new one because the accepted answers don't explain how to find associated records but only that one should remove them before ...
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1answer
188 views

Approvals - Let the submitter choose the approver manually

Does anyone know if there is a way of restricting which users show in the drop down list if you select this option? We have a client who has 70 users, but only 12 of those are approvers. I would ...
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2answers
42 views

User hits record lock error despite class without sharing

My users keep hitting a record lock error despite the class being defined as without sharing. My understanding is that without sharing allows locked records to be edited by any user. This class is the ...
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1answer
18 views

Multi-level approvals

I am trying to create multi-level approvals and having trouble getting 2nd and 3rd approval (not sure if this is possible or not?) Scenario: I need 3 levels of approval for orders. Anything under £...