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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The approval process references the workflow action FieldUpdate Some_Field_Update, which doesn't exist for the Some_Custom_Object__c object

While trying to deploy an approval process with the Salesforce Migration Tool, I get the following error: The approval process references the workflow action FieldUpdate Some_Field_Update, which ...
4
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1answer
822 views

Delegated approver not able to approve

I have a delegated approver who has Modify All access to an object, the object has OWD of Public Read/Write but when the approver tries to approve, I get an error saying Insufficient Privileges. Am I ...
4
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2answers
1k views

Approval Process error : MANAGER_NOT_DEFINED

I have an approval process in place for object K__c. In this approval process Next Automated Approver Determined By : Manager of Record Submitter Now I want to set the Approver to a particular user ...
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0answers
102 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 ...
3
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0answers
163 views

How to update Process Instance Step

I have an record with the object,The Record has already entered into the approval process with the step, After some days I have cloned the same approval process and recreated with the different type ...
3
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0answers
234 views

Automate Approval Step to be approved, not skipped

We're currently tracking internal requests in Salesforce via Cases. For a certain kind of request, we want to run it by the managers of 3 teams to see if what's being requested would be applicable to ...
3
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0answers
548 views

Submit & Recall Approval Request Button Missing On Custom Related List

I have custom Visualforce Page which included the approval process as related list. <apex:relatedList list="ProcessSteps"/> I can't see Submit & Recall Approval Request button even I'm a ...
3
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1answer
527 views

Cannot set Assigned Approver as ‘Queue:Queue_Name’ in Approval Steps of Approval Process using Metadata API

If the queue does not contains parent Object as supported Object but doesnot contains childObject as supported Object user can set Queue as approver for a approval process created on child Object. But ...
3
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1answer
1k views

Any way to recall arbitrary approval requests from Trigger?

Scenario I have a requirement for an approval process on Opportunity that must go to multiple approvers. Opportunities cannot be owned by queues, so the approval cannot be submitted to a queue. As ...
3
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0answers
675 views

Assigning queue as an approver

I have an requirement. I am having a custom object and a text field on this object to store a queue id. There can be many queues in the system. Now what I want is that whenever a particular record of ...
2
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0answers
14 views

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 ...
2
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0answers
860 views

Making approval comments mandatory - different behavior Classic vs Lightning

I am trying to make Approval Comments mandatory for the Approver while Approving. I was using the following apex trigger, approval process steps and workflow field update as per the following blog ...
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0answers
84 views

How does an approval step's criteria handle nulls?

I have a custom User field, a nullable integer. As expected, I see the following behavior: $User.Custom__c <> 0 // FALSE $User.Custom__c = 0 // FALSE Apex works the same way, and this ...
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0answers
1k views

Submit record for default approval process via Apex

I am currently trying to approve a record via Apex. I have been following this example shown here https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_process_example.htm ...
2
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1answer
669 views

How to clear ProcessInstanceNode records?

I was checking my org's data usage and I found that Process Instance Node consumes most of the space in my org(38%). Is there any way if we can delete process instance node records without disturbing ...
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0answers
753 views

INVALID_CROSS_REFERENCE_KEY Error in Approval Process

Following error is popped up when trying to approve the approval step by code.I can sense this error is because of wrong work item id but I am unable to do so. Approval Process error: System....
2
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0answers
391 views

Change Actual Approver value of an approval process from apex

I have Visualforce page hosted on the force.com site. The user (or an approver) can approve/reject the request of certain custom object records using this page. The page shows him a comment box and ...
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0answers
59 views

QUOTE APPROVAL PROCESS ERROR _ ClassCastException

I found the follow error when a user tries to approve a quote using Salesforce1 app and sending an approval email (quote approval email is correct and approval process is well configured in sfdc org): ...
2
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0answers
998 views

invoke approval process using custom button

On Case object, i have 3 approval processes (AP1, AP2, AP3). I want to create corresponding 3 custom buttons to invoke respective approval processes. I know how to do it via javascript button. But i ...
2
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0answers
116 views

multiple approval process and required to enter all of them

my scenario is that i need 2 approval manager to approve my record based on different criteria/reasons. i created 2 approval process Order:1 - approval process entry criteria: - reason 1 check box = ...
2
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1answer
395 views

Deploy Approval Process using Mavensmate

I'm trying to deploy an approval process to another production org using Mavenmate deploy to server. My problem is that the approval process I'm trying to deploy has an assigned user in the approval ...
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0answers
261 views

Skip/bypass approval process

I want to skip/bypass an approval process by using some other VF page/apex class/trigger, is it possible ? what kind of framework should I think of ? Basically I want the record to be editable, even ...
2
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2answers
3k views

field validation on approve or reject for approval process

I am creating an Approval Process. Its a simple process with 2 approval steps I have a requirement where an assigned approver (user) must populate one or more fields on a record before they approve or ...
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0answers
538 views

Can I Submit to Multiple Approval Steps in Parallel?

I want to set up an approval process with 4 steps. Each step has a different criteria and a different approval queue. Currently, when I Submit for Approval, it only steps Step 1. When Step 1 is ...
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0answers
168 views

How to change the return URL in Approval Process?

A Manager can access all his Approval Items to be approved from his Home Page. In Approval Request, If a Manager is approving/rejecting his subordinates' record, he is redirected to the record he is ...
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0answers
258 views

Is it possible to have an Approval process dependent on a related list record?

I have an opportunity with a custom object "product__c" related list. I want to be able to send the opportunity for approval only if a record of "product__c" is added that has a certain field value, e....
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0answers
112 views

Error message while trying to launch approval from apex plugin from Visual Workflow - NO_APPLICABLE_PROCESS

I've seen others with similar problems, but not a lot of solutions. I have created an approval process that has no filters on entering or restrictions, and am calling it like so from an apex plugin ...
2
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0answers
2k views

Editing child records when master is locked in master-detail relationship

When creating a custom master detail relation with oppty object I get to see the sharing setting, which is not available with standard out of box master-detail relation like quote and oppty. Does ...
2
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1answer
155 views

Time limit exceeded exception while updating Approval Process entry criteria

I am getting Time limit exceeded exception while updating Approval Process entry criteria. Is there any other way to change the entry criteria or workaround of this exception. Thanks in advance
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0answers
280 views

single sign on org and approval emails

The more and more I deal with SSO I am finding it requiring special care for existing OOB functionality. When we send out an approval email we send the link of the oppty record to the user and ask ...
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0answers
45 views

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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0answers
21 views

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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1answer
80 views

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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1answer
24 views

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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0answers
106 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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0answers
61 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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0answers
19 views

is there a way to check if there is an approval process to aply to a record from a visual flow?

I'm doing a visual flow to validate some information before calling an approval process, in some cases the record does not apply to any approval process and I get an error. Is there a way to know if ...
1
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1answer
34 views

How do you use an automated approver AND a specific user approver?

Let's assume that Tom has to approve all quotes with a discount over 25%, but all managers below Tom also have to approve the quote before Tom does. That is not a problem, unless Tom has different ...
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0answers
12 views

Performing an action when user reassigns an approval step

In the approval process a user can reassign the step to someone else. I need to build a business logic around this reassignment but I cannot find where in Salesforce its happening. I tried workflows ...
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0answers
305 views

Is there any way to provide a custom button to approval process accept/reject page

I want to understand if there is any way I can put a button which will perform a custom logic in the approval - accept/reject page. i.e. in the following page Or I have to create a visual page/ ...
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0answers
20 views

Is it possible to make different approval processes work simultaneously with the help of sub-cases

I have a requirement where I have to run multiple approval processes on the case level at the same time. Since Salesforce does not provide that option, hence I am thinking to create sub-cases and then ...
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0answers
34 views

Display error messages when submitting an object for approval

we have some validation rules that disallow an object to have certain status. When we submit the object for approval, the status in changed. So in the background the validation rule is triggered ...
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0answers
78 views

Data Type Conversion Error on Approval Submission in Flow

I have a flow that runs the following steps: Screen allowing the following user inputs: Total Allowable (Currency) Total Paid (Currency) Has Supporting Documents (Text Dropdown) Reason Code (Text ...
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0answers
30 views

Updating Record with Approval Step Assignee

I am using an approval process on a change request object. In one of my steps I would like for the Approver of the next step to be chosen by the current Approver. Is there a way to make the Owner of ...
1
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1answer
65 views

Set Approval Process Submit Time

I am writing a test for a scheduled bach job that queries Process Instance to grab user info and targetobject info for tasks that are still pending. My query specifies elapsedTimeInDays greater than ...
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0answers
24 views

Content Builder Approvals Platform Question

Is there a way to enable email notification of when new comments are posted in the approvals platform? Currently, I only receive email notification when new content is submitted. Is there a way to tag ...
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0answers
126 views

How can I add an approver to a submitted request?

I have a large number of approval requests that have already been submitted. I need to add an additional approver to these requests. So far, I've tried doing this declaratively by adding an approver ...
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0answers
187 views

Adding member to approval team

I have a user whose approvals for content builder are not coming through. I suspect it is because she is not in a workflow team. When I try to add the user to the workflow team, it doesnt find her in ...
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0answers
521 views

Why is my Approval Process instance not creating NewWorkItems?

I am trying to create an approval history report and have followed the basic instructions in this post: Create approval history report with object fields? I am now onto getting the information from ...