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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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1answer
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Unanimous approval

I have a custom object on which I am having a user lookup field "App1". On the other hand, I am having an approval process where I have mapped "App1" field as an approver and I have also selected ...
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Delete Approval Process

I have a quick question here. How can identify the records that are related to a Approval Process. I fetched all the records of Process Instance but there I got Target Object ID. I have three ...
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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 ...
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Deleting approval process steps which is activated once

I have one approval process. i have activated it once and deactivated it again. now i want to delete some steps from approval process, but it is not showing any option to delete, but before i have ...
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Is there any way to have queue members reply to the email to approve an approval request?

I would like all members of a queue to be able to approve a request via replying to the email notification - is this possible? Am I missing something? Thanks
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Error when automatically submitting an approval process using code in APEX class - NO_APPLICABLE_PROCESS, No applicable approval process found

I have a trigger which automatically starts an approval process if an Opportunity has its stage updated to 'Closed Won'. if (o.StageName=='Closed Won') { Approval.ProcessSubmitRequest req = new ...
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1answer
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Approval Process on Salesforce using RESTful API

I was reading this idea were it says: Happy to announce that Metadata API and Change Sets for Approval Processes will indeed be released in Summer '13. I was trying: XXX.salesforce.com/...
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Submit Approval to multiple approvers REQUIRED_FIELD_MISSING, missing required field: []

Submitting an Opportunity into an approval when the Opportunity Stage is updated. When setNextApproverIds is passed a List with a single ID in the list then the code works, when the list contains ...
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How do I make an approval process only be able to run once?

I have several approval processes running on an object. Depending on the condition, the process may have like 8 steps, OR it may just reach final status after one step (no one actually approves ...
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Case Approval - Time Limit, Then Send Email Reminder?

I am not finding any reference to this being a possibility (outside programming a Trigger, I assume). Is it possible in SF to have an Approval process "time out" (they don't approve it disapprove it ...
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Approval Process with Attachment & Email Response

Background: We have a custom Opportunity Object with a related Content List (documents like Solution Plans pertaining to an opportunity is uploaded into the Content via the related list). Few of the ...
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1answer
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Creating a multi-approver approval process

Does anyone know of a way of creating a multi-step approval process? I.e. When one approver approves it, case is sent to the next approver ( approver 2) then when approver 2 approves it, it goes to ...
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Related User Should Submit for Approval

I have a custom object Child__c in a master-detail relationship with Account. The account has a single owner but I want different users to create and submit Child__c objects for approval. SalesForce ...
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Owner of the Case should not be the Approver

I have a scenario where a Case owner who is part of the Approval Queue is able to approve the Case. I want to prevent that from Happening and i am having tough time to Validate that. It seems we ...
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How to automatically approve after a period of time

I've created a custom object with an approval process. The client wants objects that await approval to approve themselves 24 hours (or actually 1 work day) after they are submitted for approval. What ...
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Apex approval process that requires unanimous approval from multiple approvers

Once every few months this requirement appears as part of a project. Here is some sample code: trigger AfterUpdate on Contact (After update) { for(Contact newContact: Trigger.new){ ...
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Who else can reply to an approval request beside the designated approver?

For the standard Salesforce approval processes, who else can approve a request besides the designated approver?
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Can i remove Recall option in Approval process?

I want to remove Recall option provided on salesforce native page and want to use my own custom button for that in Approval process.
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Manually select approver

I have created an Approval Process. In the approval step creation, at step 3, the approver has to be selected but I am not getting the option to let the user manually select the approver. The only ...
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Programmatically Stopping Approval Process Email

I have a need to generate an approval request and then immediately approve it via Apex. This is being done purely for record keeping and to properly show that a user approved a record. For instance, ...
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Visualforce page in step in approval process

Is it possible to create a Visualforce page for the page where an approver actually approves or rejects an approval request? To clarify; I've created an order object and orders have to be approved. So ...
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Can Salesforce Platform License Users Approve via Email?

Looking for confirmation on whether users with the 'Salesforce Platform' license can approve via email. In the past, I've worked with customers where this worked, but getting an error in one customer'...
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Approval Process: What status' indicate the record is Submitted for Approval

I am trying to detect whether a record is currently in an approval process. This is similar to this question but a different approach. I want to use the status of the youngest ProcessInstance to ...
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How do I recall an sObject from an approval process using apex?

While the apex developer documentation provides sample code on submitting an sObject to an approval provess with apex there is no documentation on how to recall an item from the approval process. Is ...
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Approval Emails sent from salesforce

Is there a way to get the log of all the Approval emails sent from Salesforce. I tried to get the log of all the emails sent out by requesting for email log, but for some reason feel like the data is ...
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Are triggers able to modify records locked by an approval process?

A lookup field in a custom object needs to be updated after the record is submitted for approval and locked. Is the trigger able to achieve this, even if the record is locked?
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How to customize the error message thrown by approval process?

I have requirement where an user should not be able to submit a master record for approval until all the related child records are approved. Submit for approval button on approval history related ...
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How can I give all users access to all records/objects without giving all users permission to approve an approval-process step not assigned to them?

I have always given users View All and Modify All permissions because it was crucial that every employee could see all data in our org. However, we have begun using Approval Processes as sort of multi-...
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Single Object Approval Processes run separately

I want to have a number of different approval processes run off Opportunities for things like discount approval, credit check and a compliance check. Is there a way I can set these up as separate ...
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Update approver's comment as field update

I have a unique requirement. I have a field called Approver Comments on a custom object. I have also created an approval process on the object. Now when approver approves then I want to capture ...
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Prevent child records to be created when parent records is submitted for approval

I have a requirement that user can't add child records once the parent records is submitted for approval. In the approval process, parent record gets locked but I also want to prevent child records to ...
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1answer
865 views

Approval history on Customer Portal page

I want to show Approval History related list to customer portal user. How can I do that?
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Is there a viable workaround to allow reporting on the history of a child in a master-detail relationship?

I am already using a workaround to allow reporting on approval process steps (field updates to the record, track the history of the field), except that now I can't report on the field history that is ...
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Approval process email template limits one per action?

I'm looking for a way to have a unique template for each step on approval and rejection emails. But it appears that, only one template per action is allowed for all the steps. just one approval ...
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Is it possible to prevent a user from 'Approving' a step in an approval process if a certain field is blank?

Basically, I want to have validation rules run when a step in an approval process is approved. I would like the rule to take into account which step triggered the rule, so that each step can have ...
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Can I set certain choices on a picklist as unavailable to users, but available to approval process field updates?

Basically, I want the user to be able to select 'Preparing for Submission' or 'Ready to Submit', but I only want the approval process to be able to select 'Step 1', 'Step 2', 'Step 3', 'Approved'. Is ...
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Submit records for approval in bulk without hitting DML Statement limit

I've got code to create and submit for approval a custom object. I'm running into the DML statement limit. As far as I can see each record I submit for approval takes up a DML statement, but there's ...
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Why Can't I Assign an Approval Step to a Queue for a Custom Object Approval Process?

I know that when running an approval process on Case, you have the option to assign an approval step to a Queue, however, I am now creating an approval process for a custom object, and I don't see the ...
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Display “Submit for Approval” button in the Approval History related list based on condition

I have two custom objects with master detail relationship. My requirement is that the parent should be submitted for approval only after all its child records are submitted for approval. For this, ...
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1answer
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Test case fails in eclipse, same test case succeeds in webinterface. Click-through also succeeds

We have a rather elaborate setup where we have partner portal users approve/reject account-records using a visualforce page. We've got a test case doing this whole flow and it succeeds when you run ...
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Is it possible to include a partner/client (or other non-internal employee) in an approval process? If so, how?

If it is not strictly possible, is there a standard practice for integrating an external element into an approval process/workflow?
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Configuring Approval page layout for user-selectable rejection reason [duplicate]

can we add a pick-list field to the Approval pagelayout ?? My requirement is i want Approvers to enter Reason for rejecting a record. I have a picklist field on my object with the rejection reasons ,...
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Making Approval Comment Mandatory

Is it possible to make approval comments mandatory? There is one discussed here. http://christopheralunlewis.blogspot.in/2012/09/making-rejection-comments-mandatory-in.html I've a two step approval ...
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How to check if a record is locked or not in Apex during an approval process

I have an approval process on a Custom object and also two custom buttons on the same record. Once the record goes into the approval process, it gets locked. During that period, I want to disable/...
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How can I build criteria around a percentage?

Conditions suedo code would be: IF Total Adjustment Percentage IS Greater Than 5% I’ve tried the following to no avail. Total_Adjustment_Percentage__c > -5 (the true value in database show ...
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Approval process with AND( OR() ) doesn't seem require all

I thought that should be able to wrap a bunch OR conditions with an AND that would require TRUE from each OR such as this. AND(OR(ISPICKVAL(Apttus_Proposal__Opportunity__r.Sales_Typ__c, "New"), ...