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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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How to allow users to change approver in approval process on record

so, here is my problem: I have records which are sent for approval, but the person who should approve them doesn't seems to have the time to do so, and so the records are 'stuck' in Waiting for ...
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Approval Process on custom object - lock the record on the status

Is that possible to restrict/lock the record on a specific status? I have few status when those status changed I want to lock the record so user does not change the record, I'm not sure if this is ...
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Process builder not working on update records

I am working on a process builder, which is triggered whenever a grant contract object is created/edited. Here two objects are used: grant contract the child and grant the parent object. These are the ...
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How to set up Approval Process for first time a record is created?

I am trying to set up approval process for when record is created on custom object. I set it up to be false here but when I create new record it just goes through. How is this possible?
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How to make an Object be in Read-only mode

I want my Opportunity object to go into Read-only mode, so that no one can edit old records and create new ones. I activated a validation rule with the formula "ISNEW()||NOT(ISNEW())". With ...
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Initial submission action - should be locked - approval process

object permission for the user: I have the approval process and there is little tweak I need to do but I'm not sure if this is possible using the declarative, here is what I want to do. When the ...
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Field changed triggers approval process

I have a requirement where the Amount field when changed and falls within a range should trigger an approval process. The ranges are (10,000 to 40,000) and(40,000 to 80,000). If the record is already ...
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Approval Record - How to tell what Approval Process it belongs to?

Is there anything on the Approval Record that tells what Approval Process it belongs to/what Approval Process it used? Thank you in advance for your replies.
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Custom Object Approval Process Omni-Channel Routing Configuration

I have a Custom Object + Approval Process assigned to a Queue- that I would like to be assigned as a Work-Item via Omni-Channel router. I have configured the necessary configurations (I think), ...
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Validate Reassigned Approval Request's User Role

I have a requirement where in when the Approver of the record reassigns another user as Approver I want to make sure the reassigned approver's role is same as that of Original Approver? Basically I ...
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Removing Submit for approval button once the record is approved

I have an object that contains a checkbox field, whenever the checkbox is updated to true, submit for approval button should be removed. Eg: If the Record Sent for approval is approved, it should not ...
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Unable to trigger email alerts on sandbox

Salesforce release version = 54.0 (Spring 22) I had a similar question to Unable to send emails from sandbox but this question was more generic. My workflow involved automatically triggering the ...
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Can apex approval process be fired on after insert

I have an approval process in an after insert trigger. My question is will this work as its is not working atm. But if i delete the apex approval process. let the custom object get inserted and then ...
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Approval Process Field Update does not register in Apex Unit Test?

I have created a small test with one approval process triggered from a Flow. Once the Approval Process' entry criteria is matched, a field update executes. However, when simulating this in a test ...
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Is it possible to expose the "Items to Approve" on Salesforce Mobile App?

I found out that Items to Approve is only on Classic Experience on Salesforce : Is there a way to expose Items to Approve in Salesforce Mobile app (I'm using iOS) too? Right now, the only way I can ...
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Approval process - Initial Submission action not firing process builder scheduled actions

I have a process builder which fires scheduled action whenever the stage of opportunity is changed to 'Pending Sales Acceptance'. And I have an approval process which fires from the same process ...
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After approval process I need to get the user who requests for the approval

Here in the first image I have given a field update so that my 'Requested by' field has to be updated to the person who requests for the approval.But here instead of getting the user who requests I ...
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Don't get approval email if the previous step was approved via email

I have a strange issue. I have test order approval process, which has two steps. I have email notification on each step with an option to approve this step via email with key word "yes" or ...
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ApprovalRequest comments for submission in email is empty

I am using an approval process on opportunity and email alerts to notify the Opportunity owner regarding the Approval status. I have set email alerts on Approval Submission, approval, rejection, and ...
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File is not being inserted when Community User Approves approval?

Is it possible to change the user context to system context / another user context in an approval action? I have a community (experience site) where users can approve commissions. Once the commission ...
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Delegated approver and record level access

If a user A assigns a user B as a delegated approver, will this user B automatically get access to all records that user A has access to (the records owned by him or shared with him)? Or I have to set ...
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Advance Approval API call for bulk records

Has anyone worked on or has idea about the calling Advance Approval APIs for bulk records? The goal is to Submit multiple records for Approval, with current SBAA.ApprovalAPI's we can call it only for ...
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Not able to get Approval request number in the email template

I have an approval process which is sending email when the record is submitted for approval. There is an email template for this. Users are receiving the email but the email subject is missing the ...
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approval process is not accessible to guest user

Premise: I have a managed package called Click Approve which performs certain functionality and on completion it invokes my own 'record-triggered' flow. This package performs all its actions using a &...
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Issue in approval process in apex

I have a trigger which send email every time an approver on quote is changed. I know that it is possible to do with a help of approval process notification, but I have to add CC to email and with ...
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Problem in approval process

I am trying to send an email with CC when an approver approved a quote in approval process. For this in approval steps I make Current Approver field update and I have created trigger on these updates. ...
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CC and BCC in the approval process email notification

I have an approval process where I send an email every time the quote is sent for approve. I would like to add a CC and BCC to this email. Are there any ways to do this? Delegated approver doesn't ...
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What is the order of execution for the final approval actions in a standard approval process?

I have 5 field updates and an email alert happening after an opportunity record receives final approval (see image below). Will they be executed in the specific order they are listed? If not, what is ...
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A non-admin user claims she was able to edit a record which is programmatically locked but now she cannot

As far as I know a programmatically locked record can only be edited by an admin user and current situation seems normal to me. Note: Locking is also done from a component she uses. This is the only ...
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Calling Approval Process from Flow

I have an existing approval process and I am calling it from a flow. The approval process has logic to send email when it's initiated (Initial Submission Actions) and when it's approved/denied (Final ...
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sfdx.exe deploy approval process fails with "The approver null has an invalid type. Replace PreviousApprover with a valid enumeration value."

I am working with sfdx Trying to deploy a changed approval process from my sandbox to production I am getting the approval process with no problems with this command: sfdx force:source:retrieve -m ...
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Distinguish between Standard Approval & Custom Approval of an object to restrict approval from push notification

We have created a custom approval component where we can submit multiple approvers (besides submitting to a queue). We also have a custom component for approval/rejection/recall which is placed in a ...
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Posts are not getting posted to Facebook after enabling "Enable approvals for social posts" in Social Customer Service

I have enabled Social Customer Service starter pack in my sandbox environment and I have added a Facebook account. I have created approval process on "Social Post" object with rule criteria ...
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Opp Stage need to get approved when moved to "Closed-won"

I have a requirement where, the user shouldn't able to move the Opp to closed-won, unless its been approved. So basically , when trying to move to "Closed-won" , it should locked the record ...
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Distinguish between Standard Approval and Custom Approval of an object to restrict approval from push notification

We have created a custom approval component where we can submit multiple approvers (besides submitting to a queue). We also have a custom component for approval/rejection/recall which is placed in a ...
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0 votes
1 answer
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Need Help in This Approval Process?

If Loan amount approval as below : If Loan amount is < 100K ------ it should auto approve If loan amount is < 1000k --- It should have manager approval If loan amount is >2000K ---- It ...
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Approval Process related Issue

I have changed the label of the approver field. so how does it impacts the approval process because it's a multi-step approval process, so still it can pick the next approver? Ex: - Approver 1 - ...
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Approval Process automatic rejection

I'm currently working on an app in which we're using approval process for bookings. We want to make the rejection process happen automatically after 2 days but we're not sure how to implement that ...
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Salesforce CPQ Approvals API: NullPointerException with no null arguments?

I'm a non-technical resource unfamiliar with Salesforce doing some urgent SF CPQ work. I've been trying to call this: https://developer.salesforce.com/docs/atlas.en-us.cpq_dev_api.meta/cpq_dev_api/...
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Deleting line breaks and indent in approval process Comments

When I send quote for approve and write my comment with some line breaks and indents, all of them are deleted and I get solid text in ProcessInstanceStep.comments field. Any chance I can get the same ...
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How to get name of ProcessInstanceStep in apex?

I have to get the name of ProcessInstanceStep with apex. In my case it is Approval Request Submitted. There is no the name field in ProcessInstanceStep object, but I think it is possible to get it via ...
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How to route multi-step approval request to queues dynamically?

Requirement: I want to route the request to specific queue at each step based on the record's attribute. Example: Step 1 - route to queue 'DIF_1234_C'. Step 2 - route to queue 'DIF_1234_R' . The '...
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How to hide comments if ProcessInstanceStep doesn't have them?

I have quote and approval history with process instance steps. I would like to show comments only if they aren't empty. How can I do that?
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Will a flow that's connected to process builder run if an approval process updates a record?

I have a flow that's set to be triggered from a process builder when a record gets updated. The flow is triggering when the record is manually updated. But the flow is not triggering when an approval ...
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does a flow get triggered when a record gets updated by an approval process in salesforce?

The flow (record triggered) should run when a check box is made true on update. It runs when the check box is checked manually on an update and saved. But It also should run when the check box is ...
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How to get the delegated Approver Email address?

I have logic in my custom code where I need to send an email to the custom approver and its delegated approver. But I am not able to get the email id directly in SOQL. List<Account> lstAcc = [...
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Editing an approved opportunity to trigger re-approval

When an opportunity is submitted for approval, the opportunity owner can edit the opportunity and add values/ changes that are not approved, I don't want to lock the opportunity as that would create a ...
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Multiple Approval Step For Different Approval Step Criteria and Approvers

The scenario is we have one threshold value if that threshold value is less than or equal to 10 and the vertical is equal to "A" then it should approve by the chief(user P) only and if the ...
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Test Class on Approval Action Apex Class

I have an Invocable apex class for approval actions. I am trying to get test coverage on this. But I must be missing something as there are no lines of code coverage. I am new to apex so its ...
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LWC Quick Action - Refresh Page after Submitting for Approval through APEX?

I have an approval flow setup to update fields on the object once it is fired. I created a Quick Action that is an LWC that will validate fields prior to submitting. If the record passes the code will ...
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