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 get the Object Id in Apex?

I know how to get the Object Id for a custom object through the UI, but if I was trying to get the Object Id in Apex without hardcoding, how would I go about that? I am trying to use the Approval....
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Cannot get a process builder to fire

I have created a process builder, that is supposed to fire when a record is submitted for approval in one object. It is using the criteria of "when file is created or changed" and using a field ...
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Need Help with Approval Process: When a user would like to mass/delete or transfer records they must be approved by the Office Manager

I have never worked with approval processes so I would really appreciate your inputs. An approval process needs to be be created based on ownership of accounts for mass record deletion and transfer. ...
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479 views

Approval process submitter restriction

Is it possible to make restrictions during the approval process so that approvers can not submit a request?
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Approval Process step requiring multiple approvers

I have a multi-step Approval Process with a step which will require approvals from multiple individuals in order to advance to Final Approval. I have a Status field on the record. I would like for ...
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1answer
511 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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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....
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857 views

Unlocking and locking a record in approval process in one Transaction

In this scenario I have two object Foo__c and zoo__c. Whenever a particular field in Foo__c is updated it should update certain fields in zoo__c object. My problem : Some of the zoo__c records can ...
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1answer
368 views

Put details in 'Unable to Submit for Approval' response

When a user clicks on Submit for Approval button and for some reason the record can not be put in Approval Process we have this error message Unable to Submit for Approval This record does not ...
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Submit for Approval using SOAP API

I'm trying to submit for approval using java code. It's seems working, but the issue is when the submit failed (E.g. record doesn't met the entry criteria), I cannot get clear message of the reason. ...
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How to display Quote line items discount in Items to approve

I have a requirement to display discount in Items to approve, Opportunity -------> Quote --------> Quote Line Item Now, Opportunity have Approval history related list and i need to display Quote ...
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Approval Questions

I am in the process of creating approval process (workflow and approvals). I have a multiple approvers. Here are the approval steps: The creator submits the first part of the record to the first ...
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384 views

Approval comments in apex trigger

We want to show the comments from approval process through email. Can any one please help us to sending approval comments through emails.
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What object is an assigned approver stored in?

I can't find the user reference in ProcessNode or any process related objects. I want to do find/replace for a user leaving the company and re-assign their approval roles. To clarify, I don't want ...
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641 views

Update picklist automatically to previous value, if the value change hasn't been approved

i have to submit each change of the value of a specific picklist to an approval process. This happens automatically with the process builder. Everything works just fine, if the change is approved, but ...
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Is there a way to create the logic for Quote “CREATE PDF” button?

Can we put the logic for the CREATE PDF button wherein this button should only be available when opportunity.status=Approved? ​ Thanks in Advance.
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154 views

Why does this user(Manager) get this error when trying to submit for approval record created by other user?

Why does Melanie (mgr to Caroline) get this error when trying to submit for approval record created by Caroline? where, Melanie- Manager of Caroline. Record- TS00000436 (owner- Caroline) In ...
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Manager cannot see Approve/Reject button on the Approval History why?

I have two profiles Admin and Manager. Manager cant see the Approve/Reject button on the Approval History Section, but Admin can see it what could be the issue ? Note: I have deployed Approval ...
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55 views

Parallel Approvers an field update

I am creating an approval process and it is submitted to 2 users for approval(ex. Legal and finance). When one of the user(Ex. Legal) approves the record, I want to update a field(Picklist - Legal ...
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1answer
917 views

Approval process and entry criteria

I have 2 approval processes on an object and the record in context when submitting had name = "test", gender = "female" Important: numberoflocations (one of the criteria in the entry criteria) is ...
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257 views

Preview approval steps in visualforce

Is there a way that I can create a visualforce page that will show me the approval steps that will be required if I submit a certain record for approval? This could be useful for end users, helping ...
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524 views

Run case assignment rules after approvals

I am building a complex case management platform for an airline client for whom all cases must be approved BEFORE they are assigned to queues. We note that because of sequencing within SFDC that the ...
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1answer
330 views

call approval process to lock the record some time after the record is created

I have a requirement that whenever I create a Job object record (*Job is my custom object here) an approval process should be called to lock the record but after three days of the creation of record. ...
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1answer
252 views

Actions to be performed even when approval step is skipped

I have an approval process with multiple steps, in some of which, the record goes to next step if step criteria is not met. How can I ensure that even for skipped steps, their approval actions (say, a ...
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Test class for Approval rejection comments Mandatory trigger

i have written a trigger for making Approval rejection comments mandatory, it works well but i am getting error in test class, posting the trigger and test class here trigger ...
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314 views

Approve Actions to multiple users

I have a record which is submitted to approver (lets say user 'A') to approve. When user A logs in he can see the approve actions('approve/reject') for the record because he is the actual approver. ...
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970 views

Making rejection comments mandatory in approval processes

I need to make Approval rejection comments mandatory, to do that i am using a trigger suggsted by Mr. Christopher , that was working fine if the user does not given the comments, but the issue is ...
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353 views

Approval Process in the Opportunity object

We currently do not have any Approval Processes in our Opportunity object. But we have just come up with a new Record Type which would require an Approval Process. All of the rest of the Opportunity ...
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331 views

Auto Approve records

I have created an approval process that uses dummy step as false and else approves the record. It works but auto approval is being stamped with the current user as assigned to and actual approver. How ...
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3answers
503 views

Multi-Step Approval Process

I am exposing myself to Approvals for the first time ever (from scratch, at least). I had an assumption about them that so far is proving wrong. I would appreciate some guidance as I'm see no help ...
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243 views

Dynamically route approval to user

I have 3 objects object 1, object 2 and user. object 2 has a lookup to user and object 1 has a lookup to object 2. I want to submit a record of type object 1 for approval to the user as defined by ...
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1answer
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Approval Process - how to get the value of the approval comment while in the parent object's trigger?

I have a field update that runs in an Approval Process as an action of Approving one of the steps. When that field update runs, the after-update triggers are invoked. How can I get the value of the ...
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265 views

Overage Customer Portal Manager Custom licenses and approval processes

Our org has Overage Authenticated Website(OAW) licenses and Overage Customer Portal Manager Custom(OCPMC) Licenses. The people with OAW licenses should login to their portal and should be able to ...
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199 views

Approval Comments Mandatory for all approvals

My use case is to make approval comments mandatory regardless of "Approved" or "Rejected". I went through this thread (How do I make approval comments mandatory?) and I was able to make the comments ...
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1answer
1k views

Approval Process in Process Builder

I have a process builder in place to submit a record for approval automatically, but when the record is edited and I try to save the record I get a trigger error "This record is currently in an ...
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In email Template set the receiver approval person name

I have created Approval process and they have 2 steps if salary is > 20000$ and < 40000$ email sent to first manager and if salary > 40000$ then first manager ask to second manager who is senior ...
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Approval Process Query

In one of our approval requirements we would want the approvals to be submitted to a queue (containing 5 members). We want the approval to be "Approved" only if any 2 members from that queue approve ...
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30 views

Second approval

I have a custom object, my requirement is whenever a user update or add or delete the object record, they need second approval for that from another user or manager, can we achieve this by standard ...
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1answer
224 views

Can a dynamic approval process be used to evaluate a majority?

I am researching ways to create an approval process that would be assigned to a queue of users and have a final approval based on a majority approval. I'm not sure if a custom object outside of ...
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58 views

Approval request

i have a currency object my requirement is "if any of the user is updated or added the currency before saving the record it should be submitted for approval according to the approval response the ...
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1answer
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Approval process in email

I have requirement as to create approval process which can be approved or rejected via email. I found Automation Setting to enable email response in which only salesforce users has adminstrative ...
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495 views

Why do we use setProcessDefinitionNameOrId() in ProcessSubmitRequest Class?

What is the functionality of setProcessDefinitionNameOrId method in ProcessSubmitRequest class?
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difference between Process builder's submit for approval and Approval processes

Can you please explain me what is the difference between Process builder's submit for approval and Approval processes? If a record is submitted through process builder, to whom it will be assigned for ...
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Approval process request

How to send the approval request to an email field? Requirement is: When the criteria meets, an approval email will be send to the email field not any user, group or related user.
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Building Applications with Force.com - Part 2 || Automating Business Processes with Approval Processes

LINK TO PREMIER SUPPORT HELP TUTORIAL (see Building Applications with Force.com - Part 2, Lesson : Automating Business Processes with Approval Processes) CLICK HERE LINK TO EXERCISE GUIDE (see "13-...
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Error message on Apex trigger that gets triggered from an approval process

I have a master object and a child object (which shares a M/D relationship). The child object is nothing but a bunch of transaction records. I have an approval process defined on the master object and ...
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1answer
606 views

Approval process within a VF page in lightning experience does not work

I have a VisualForce page working fine in SF Classic that contains the approval process related list with this code: <apex:relatedList list="ProcessSteps" pageSize="3" /> When I switch to ...
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137 views

Approval Process: other than the system admins, can I set one non-admin user to unlock the record?

In our current approval process, once the user sends the record through to intial approval, the record is locked. There are limited times when the record needs to be unlocked and we'd like an end user ...
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2answers
280 views

Check isEmpty OR Catch ListException?

My basic question is if it is better to use a try/catch block or an isEmpty check when returning the first element in a list. For example: return myList.isEmpty() ? null : myList[0]; // OR try { ...
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1answer
867 views

Are approval requests that are submitted to queues distributed or shared among the users of the queue?

I'm trying to create an approval process using a pool of users as approvers, but I don't know the full mechanics of Queues. When a document is submitted to a queue for an approval, does that document ...