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 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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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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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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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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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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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 ...
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Is there any way to create a replica of Approval history using code?

This may sound funny. But I want to create a replica of Approval History related list that looks exactly simillar but not include submit for apprroval or recall button. Any help is appreciated.
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Get error after embed {!ApprovalRequest.Comments} in email template

I add {!ApprovalRequest.Comments} inside my email template and I could not save it.It give me this error Error: Unknown property 'core.email.template.EmailTemplateComponentController....
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Create Record Type without discplay on the Select Recordd Type Page

I want to create two record types but don't want to display them on the select record type page. Basically client requirement is to diplay the approval history Related list only if picklist value ...
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Approval bypass

I want to set the below condition in my approval process. 1) Billing is a picklist (Bill/Non Bill) Is there a way to bypass the approval process if the timecard is non-bill and has a case number ...
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Prevent approvers to "Reassign' requests to the record creator

I have a scenario where I need to prevent the approvers from reassigning the requests (by mistake) to the record creators themselves. Any help would be greatly appreciated. Thanks
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Workflow/Approval

Email notification to be sent by SF to “X User” for any change in Stage, Total (It’s a custom Field -> Formula -> Currency) and Close Date in the opportunity table for all opportunities that are owned ...
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Hide Submit for approval button from Approval history area [duplicate]

How to hide submit for approval button from approval history area when stage level changes from one pick list value to another. Solution with me at the moment is creating two differrent record type ...
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users have ability to approve/deny their Approval process

Regarding the SFDC approval workflow, only a certain user and his delegates should have the ability to approve or deny these requests. However, when I am logged in as the 'Rep' user I am able to ...
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Remove submit for approval button once the record is recalled?

My client requires to remove submit for approval button once the record is recalled. We have a triger that forces record to move to submit for approval depending on the stage status. and approval ...
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Update only one field from VF page to opportunity after calling approval process dynamically

I have an approval process on opportunity where i'm updating some fields in opportunity. Im calling this approval process dynamically using apex code where fields are updated after calling approval ...
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Approval Process Error: Too many retries of batch save in the presence of Apex triggers with failures: Number of retries: 2

I have an Process Builder process that submits a records into a Approval Process. It only seems to work without error if I have no entry criteria. If I have any criteria added to the Process Builder ...
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Visualforce Email Template Related Info

I have a template for a Custom Object Business_Trip__c with Child relationship to Event via Custom Lookup. I want to show related meetings. Template below: <p><b>Planned Meetings:</b&...
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Visualforce Template with Custom Event Relationship

I have a custom lookup field on Activities to Business_Trip__c, allowing linking multiple meetings to one trip and to the visited Accounts. I want to create an VF approval template for the proposed ...
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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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Getting approval comments in trigger

I have an approval process that updates the status on an object. Then I have a trigger on that object that says if the status is changing to "Approved" then go out and get all the approval steps ...
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Track Actual Approver of Approval Process - Process Builder /Flow

I have an Approval Process on Case object. I would like to track the name of the Actual Approver on a custom field 'Actual Approver Name' once a record has been Approved. Any ideas on how to carry out ...
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368 views

How does approval through email work

How does salesforce know which record is being approved when approving/rejecting through email. I have an ask to take the content of any email sent throguh the approval process and make it a post to ...
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636 views

Approval Process reject behavior

I have a following scenario for approval process: Step 1: 2 approvers(Unanimous approval required) Step 2: 4 approvers(Unanimous approval required, Reject Behavior:Go back 1 step) Step 3: 1 ...
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How to create a serial approval process?

I need to create an approval process that should be handled in a serial manner. The criteria is based on the sale amount (and not on the discount - which I feel gives me the trouble here) Step #1 - ...
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Change Label of Approval Button

Can I change the name of the buttons associated with Approval Workflows? I am using Approval workflows. The standard button says "Submit for Approval". Is it possible to change the words on that ...
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Test coverage for ApprovalProcess

I want to instantiate Approval.ProcessWorkitemRequest in my test class. I am creating Approval process for that. Account objAccount = new Account(Name = 'Test Account',BillingState ='LA'); insert ...
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How to find out which Approval Step has just been completed

In certain situations, I may have several approval steps for a Case which will be approved by several different users. I need my Apex trigger to complete a CaseMilestone, if a particular step has ...
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Approval process - action

Currently Approve/ Reject actions are available in approval process. We have a requirement where user wants another option, like Escalate. Is it possible to add custom actions to approval process? if ...
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How do I call the 'Recall Approval Request' via the Salesforce SOAP API?

I've been asked by someone to recall a lead approval request via the API (soap). I've been able to submit a lead for an approval via the API by calling the process method, and it appears from the ...
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Approval Process for OrderItem Object in Salesforce?

Does anyone know how to create a approval process for Object Order Product(orderitem) object in Salesforce?I can't find the names in the list of objects in the approval definition screen or find any ...
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Approval Process Dicrete conditions

I am new to salesforce and hence the below question might be naive for you. Say in the approval process my requirement is if the Discount is 10% go for approval to Mr. X. If the dicount is 20 % go ...
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What the process automation should I choose?

I am a beginner at Salesforce. I have an exercise to practice my Salesforce knowledge. The following is my exercise description in short: The application has one object that is used to store some ...
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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 ...
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updating parent object after record approval

I'm trying to update parent record when current record is 'finally approved'. I've master-detail relationship between parent child was trying to achieve this in following ways : 1) Firing Cross ...
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Multiple steps in approval process

I have multiple steps in approval process Updated from approval to next step (Still getting error) My requirement is if the max value is greater than 5 the it need approval. Eg :- if my max value ...
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Record editability in approval process

I have setup an approval process and set record editability to Administrator or Current Approver. When I submit a record for approval will it be automatically be shared with the approver? What if the ...
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Submit for Approval Url formula

My ultimate solution would be to have a formula field that can call the submit action for a given record so that I could kick off an approval process from a related list for the object. Basically I ...
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How to set the user to whom we need to send approval request.

I have a trigger from where I need to submit a record for approval. With that I also want to set to how it should send for approval. Is this possible to do from trigger.
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How to assign a record for approval to a managers manager

I have a requirement where I need to send a record for approval to the managers manager level. Eg: If A have manager as B and B have manager C. I have a condition that if the the qty is less than 10 ...
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Approval Process Test Class

I have created a visualforce page which has records of pending approval processes and that page has buttons which approve/ reject a request. Please guide how will I have to write test class for it ...
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Default Submit for Approval button?

I created a custom object. I have not created any approval processes for this object but for some reason, there's a Submit for Approval button showing up while viewing a record for this new object. ...
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“Request for More information” in approval process

I have faced this scenario multiple times and have done some hack around. I am interested in best design to implement this. Using SFDC OOB approval process, user can only approve or reject the ...
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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 ...
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Dynamic routing for approval process for multiple approvers.

I have a custom object "Subject" and related object professors. For example, Math is a subject record and there are multiple professor records for MATH. Professor record has a pick list primary ...
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Approval History Related List in Visualforce Email Template

Am wondering how to get usable info in the approval hisotry I can add to my visualforce email template. I have the below (UPDATED): <messaging:emailTemplate subject="Lead Final Approval" ...
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how to open the approval/rejection page w/ custom javascript button

How to I open the approval/rejection page for a record with a javascript button? {!REQUIRESCRIPT("/soap/ajax/20.0/connection.js")} {!REQUIRESCRIPT("/soap/ajax/20.0/apex.js")} if({!AND(ISPICKVAL(...
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How to get the approver name into an HTML email?

This should be pretty easy but it's giving me bouts of grief. I need to get the name of the person that approved a record into an HTML email template, as there are several possible approvers and they ...
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Approval Process - Track Submitter of record

I am trying to track the 'Submitter' of an Approval process in Salesforce. Although I can who submitted the record when I check the Approval History, I cannot seem to create a field that will contain ...
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Recall Approval Process through Trigger and Controller

I need to unlock a custom object (Events__c) record when an Task is created. Hence I propose to recall the approval process when the Task is created by using an After Insert Trigger. Here is the ...