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
435 views

N>Help how to change Overall Status Text (Approved,Pending,Rejected)

How do I change the label of approval overall status? Is it possible if the overall status label is based on a picklist field on the object of the approval process? ex. Approved => Accepted , Pending ...
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1answer
232 views

Building custom VF approval page Query Issues

Some questions on displaying on what I can show in querying the Process. 1 - I am running into limitations on pulling in more fields in my query. public List<ProcessInstanceStep> getSteps() { ...
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Approval Process Error in Apex test code

When i run the test class in Apex Test Execution,the test methods get passed ,but the code coverage is just 50% displayed in the developer console.Error message when i add the approval process line. ...
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Multiple Approval Processes for different Record Types

I've never used multiple Approval Processes for the same object. I have a case now in which I would want a different process to run based on Record Type. Is it just a matter of making multiple ...
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919 views

Override the 'Approve/Reject' button

Is there anyway I can override the 'Approve/Reject' button with a VF page so that when I click on the button, I'm taken to a page where I can enter custom data? There seems to be no documentation on ...
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1answer
286 views

Reject a record automatically

Is it possible to reject a record automatically if it hasn't been approved after a few days say a week? Ex: I have a record which is sent for approval a week ago and the manager hasn't approved it ...
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1answer
8k views

Approval lock/unlock with APEX

I am in Winter '16 and trying to unlock and lock a record in APEX and I am getting the following exception FATAL_ERROR System.UnexpectedException: Apex approval lock/unlock api preference not ...
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1answer
584 views

Multi - Step Approval Process

I have a requirement which I am stating below: 1) when Amount < 100 - Automatically approve the record. 2) When Amount > 100 - Following is conditions: a) Notify to member called PD if PD ...
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60 views

Approval Process Customization

I have a requirement where the approver can send the record back to submitter to Rework as well besides Approving or Rejecting. Records can be Approved, Rejected or sent back for Rework. How can ...
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1answer
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Unable to cover Test class on Approval process. 69% covered only

public with sharing class T_ApprovalUnderConditionClass { public string comments{get;set;} public Opportunity oppty {get;set;} private string id; private List<Id> prosInsIds = new List<Id>(...
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1answer
889 views

Test Class for Approval Process

I am trying to set up a test class to test a Visualforce page button which, when clicked, submits a custom object record to an approval process using a controller method. When I try the test below, I ...
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2answers
3k views

Can I build a custom button to submit a opportunity into approval process?

Is there any way to create a custom JS button that will push a opportunity into one of my specific approval processes? Thanks!
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3answers
889 views

How to add a user to a running approval process?

Imagine 1000 Contacts x are in Approval Process z. How would I then add a user 'Ryan' to the existing approval processes to help the approver 'Carla' finish all these? Any help greatly appreciated!
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55 views

Push notification triggered by approval process

I need a way to trigger push notification when a approval is assigned to a user. I have set up everything neaded for push notification and can send push notifications from execute anonymous. I cant ...
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1answer
245 views

How to change the Workflow approval submitter from apex code in test class?

I have an approval process for which the intial submitter who creates the opportunity is to be 'Raj'. When I write the test class for it I assign the opportunity owner using a soql query op.owner =...
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1answer
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Validateid method the else block is not working i want to check with wrong id and display error message

Validateid method the else block is not working i want to check with wrong id and display error message public with sharing class ContactDetailController { private ApexPages.StandardController ...
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Approval Process Entry Criteria validation messages

Is it possible to create messages to the user telling them why they have not met the Entry Criteria just as you would for a Validation Rule ? ie : "You cannot Submit this for Approval because the ...
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240 views

On Approval: Process Builder flow updates parent field but Workflow rule with same logic doesn't

I have an Approval process page on a "Variation" object that basically allows users to make variations to things related to the parent Opportunity. When there is a variation waiting to be approved ...
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1answer
907 views

Why only one hierarchy field on User object can be used as an approver? This results in additional work for setting up multi-level approval process

We can avail only 1 hierarchy field (Manager or custom hierarchy field) for defining the approver in an approval step. If I have to setup 3-level approval process for opportunities or expense reports ...
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Enable checkbox Delegated approver

In approval process i need to select checkbox for Delegated approver but i am not able to see this option when i open existing approval process for an custom object Promotions. could any one help me ...
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4answers
2k views

Remove Records From Approval Process In Bulk

I've got some records that were accidentally entered into an approval process that I want to remove - I keep running into governor limits when doing so. The approach I'm taking currently doesn't feel ...
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2answers
3k views

Field updates that are executed as approval actions don't trigger process

I am updating a checkbox field "Is approved" when a record is approved by approval process. When this field is updated I want to trigger an action that create account record. However this is not ...
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1answer
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How can i lock related list of objects once submit the approve button?

I have object called opportunity and related object obj1,obj2.Once I submit the record in opportunity I need to lock the related object obj1,obj2.How can we implements this issue. Please can any one ...
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414 views

How to create custom email template, to approve/reject through mail reply?

I have a requirement where approver have to approve or reject or Approve Under condition the opportunity record through mail reply. Means, If approver want to approve the record under condition, he ...
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Submitting Opportunity For Approval With Apex

I've followed instructions here to submit records into an approval process. This seems to be running fine without errors, and my debug logs have confirmed the submission has occured: 16:50:09:101 ...
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1answer
609 views

How to get Approval submitted Date for the existing data

I have a requirement where I want Approval Submitted date for existing data. I tried Field Update on Approval process, and put formula Today() and apparently I got the Approval Date but it is working ...
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1answer
303 views

Update pick list value as an approval action

I have an approval process which an triggers whenever a pick list field value is changed. on rejection the pick-list value should be set to the prior value on approval to the set value. I have managed ...
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95 views

Send all attachments in a record upon Submitting

Is it possible to somehow send an email which will contain all of the attachments which are in a record when a user kicks off the Approval Process ? I would like to have an Approver of a process ...
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1answer
245 views

Record locked when updating value via Apex when triggered from Process Builder

So I have an Apex method running off the process builder but when I try to update a record via the invoked method it says the record is locked. Perhaps the reason it won’t update is because the ...
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38 views

Pull comments field from approval process to detail page layout

Is it possible to pull comments field from approval history to detail page layout..If not any alternative solution ..The basic idea is to show comments on the detail page layout for a record .
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4k views

Recall approval process by apex

I am attempting to recall an approval process with the following Apex code: Approval.ProcessWorkitemRequest pwr = new Approval.ProcessWorkitemRequest(); pwr.setAction('Removed'); pwr.setWorkItemId(...
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1answer
47 views

Trigger to add opportunity and Account name to “Items to Approve” “Description”

We have a custom object (sales_credit__c) that is related to opportunities, and can be submitted for approval. As documented, the fields that can be included in the "Items to Approve" list is very ...
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37 views

How to create contact approval history

When the portal users are registered successfully, in that situation user is add to contact of particular account. Here Account owner is changed(not Admin user, we need to change manager user),In that ...
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2answers
882 views

We need to confirm that your request is valid. Please repeat your last action

I had created a simple custom button to submit a custom object to an Approval process with a URL: <a role="button" class="btn" style="text-decoration:none;background:#99C299; font-size:...
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899 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 ...
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2answers
772 views

Invoke specific approval process

I am a bit new to salesforce. Working with approval processes for the first time. On case, i have 3 approval processes (AP1, AP2, AP3). Is there a way i can invoke a specific approval process. One ...
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1answer
884 views

Reassign approval request in Apex

I have a scenario where I want to 'reassign' the approval request to a certain user if a certain condition is fulfilled. Also during the reassignment I want to update Comments that would be readable ...
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1answer
98 views

Capture Approval Date

Please help. All my account needs to undergo approval process. I need to create a field in Account to Capture the approval date under Approval history section. Thank you in advance.
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529 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 ...
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114 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 = ...
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1answer
5k views

Process builder is not triggering

I have created a wf rule with time based action which will run after 1 hr rule triggered date and update checkbox send_Email__c to true. In process builder i have added the criteria is if ...
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1answer
249 views

Approval Process - Error need to change/delete

I don't want to show the error message page/url when the record doesn't meet the criteria. I want to de-activate the "Submit for Approval button", if record doesn't meet the criteria.
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1answer
858 views

Attach dynamic PDF to email in Approval Process

I have a requirement in which when record gets approved in approval process, On final approval action an email sends to an user. I have a visualforce page which is rendered as PDF I want that ...
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1answer
3k views

Need to Get Current Assigned User(Actor ID) from Aproval history

I am trying to use the below relationship query in order to get my final Approval history data. Select id, p.ProcessInstance.Status, p.Actorid.p.lastactor.name, p.ProcessInstance....
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1answer
4k views

How to query recent approver name from Approval history?

How to get a recent Approver Name (only Recent Step Approver Name ) from Approval History. I am trying using below SOQL this but no success: SELECT id, p.NodeStatus ,p.ProcessInstance.Status,p....
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2answers
2k views

what is initial submission in approval process? [closed]

what is initial submission in approval process? Without clicking on submit for approval can i send it to approval process? Can u please share steps
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3answers
474 views

Salesforce approval process by replying to custom email template

With the option 'Enable Email Approval Response' checked, you can approve to text email by replying 'Yes','No', 'APPROVE', 'REJECT',etc. Is possible to reply your approval or rejection on an email ...
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1answer
478 views

Self Approval Process

We have a custom object Employee. Created a lookup field with Employee object (Self - lookup) called as Manager. Whenever submit to approval Manager should be approve. But manager unable to approve ...
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2answers
2k views

Field editable based Approval Process

The requirement is when once user submit for approval, all the field in the layout become read only except for certain field.But once the request is rejected,all the field become editable.Currently I ...
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2answers
730 views

Formula is required - Approval Process

I am getting the below error: Function ISCHANGED may not be used in this type of formula. Stage -> Picklist Closed Date -> Date field Total--> Formula (Currency) field Req: I need to ...