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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135 views

Approval Process - How to get a visual on where a case is in an approval hierarchy?

Is there a way to get a "diagrammatic representation" of Visual workflow approval process (for Admin/Manager User login) as to get an insight on what step the current record is in the approval process....
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Quote Approval that Notifies a Manager by E-mail (no action required from the manager)

I want to be able to add a notification e-mail to my approval process when a quote is approved. Here are the approval processes that I have right now.... Over $100k List Price Rep submits quote ...
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1answer
871 views

Getting Trigger batch Save error on KB Articles which doesn't support triggers

I am getting an error "*Too many retries of batch save in the presence of Apex triggers with failures: when triggers are present partial save requires that some subset of rows save without any errors ...
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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 ...
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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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1answer
414 views

Relating ProcessInstance in visualforce emails

Demo for a visualforce email via Salesforce shows how you can relate fields - look at how Contact's email is included: <apex:repeat var="cx" value="{!relatedTo.Cases}"> <tr> ...
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1answer
336 views

Customize Approval Report fields

We are starting to run Leads through an Approval process and want to report on them (of course!). Is it possible to show other fields on the report than the one Related To? It shows the Lead Name, ...
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1answer
2k views

Approval Process Related User: Approver Not Available in Related User list

We have an opportunity approval process that I created in our Sandbox. This process allows the submitter to manually choose the approver of the opportunity. As a part of that process I was able to ...
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Is there any time limit for which record can be pending for approval?

Lets say for a Standard object or Custom object's record has been submitted for approval on 11-Nov-2014. Is there any upper bound on or before which record should be approved / rejected? or is it that ...
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1k views

Error:Cannot submit object already in process

I have a approval process set up already. when an agent submits records for approval, their status will be "Approval pending" and waits for Manager" i m trying to update their status as "approved" ...
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Approval process fails with Invalid cross reference keu

I am getting error while assigning the Related user field of my approval object in the approval step. If I use the same user in the step as user then works fine. Any help would be great. System....
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1answer
976 views

Getting "System.DmlException: Process failed. First exception on row 0; first error: CANNOT_INSERT_UPDATE_ACTIVATE_ENTITY

below is method which i have created in my class, public static void rejectCRF(String recordId, String workItemId, String comments) { Approval.ProcessWorkitemRequest req2 = new Approval....
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775 views

Editing Already created approval process

In salesforce, we can not add any step to an approval process once it is activated. Is there any way to edit approval process(Adding new Steps and doing some other changes) after it is activated. ...
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2k views

Approval by email using custom salesforce email service

I am trying to implement approval or rejection by email functionality. But I can not use salesforce standard 'Enable Email Approval Response' functionality as approval process is assigned to queue ...
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742 views

Formula Fields Lock when Records are Locked?

Looking around the web I could not find any information on if a Formula field locks (data become static) on records that have been locked in an approval process when the values in the formula are ...
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1answer
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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 ...
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1answer
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Checking Check box before starting Approval Process?

My partners have an approval process to submit when they want to approve an oppty. I need them now to set a checkbox as True, before doing that. I don't want to use a trigger, as I think a ...
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537 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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1answer
793 views

Can we create Approval process for User Object in Salesforce?

What I want to do is If any one attempt to modify the User fields then It requires approval from Manager. If manager approve the request then field will be modified otherwise it will not be modified. ...
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166 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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1answer
3k views

How to delete an Approval Process

how can we delete an apporval process. I have an apporval process on a object and, I can see only one records in Process instance related to this object. i'm not able to delete the record from ...
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1answer
1k views

Email Alert : Rejection Comments

I have a rejection notification email template that is using the merge field '{!ApprovalRequest.Comments}' to display the rejection comments as entered by the user. The rejection comments are ...
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1answer
123 views

Approval Process: Allow User A to Reject subject to override by User B

I need to create a approval process where I will have two approver.. Approver A and approver B. The requirement is even if approver A rejects the approval process , it should go the approver B. ...
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Adding a Rejection field to the approval page layout

I would like to know if there is a way to add a field to the approval page layout. I have already somehow managed to add a field to the layout. But, it's not displaying any output. The Image is ...
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Get all Approval Process names of a specific object XYZ__c in apex

I have created 4 approval process for an object XYZ__c. In a VF page I want a picklist of all the Approval Process Name of that Object. After selecting one of it I have workflow rules depending on the ...
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2answers
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Approval Process Reassign Functionality Not Changing Record Owner

The 'Reassign' functionality for the Approval Requests does not change the 'Owner' of the record. It only the changes the 'Actor' field for the 'ProcessInstanceWorkitem' Is there any way I can change ...
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1answer
706 views

Using a workflow to update fields also effected by workflows

Afternoon all, I have two custom objects (Child & Parent), The Child is a questionnaire type that can be submitted to a customer (via email, its a visualforce page), they then approve it (when ...
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1answer
864 views

Apex trigger : Error:Invalid id on approval Process

I need some help Aim- To create a basic approval process. I have created the following trigger “AutomateApprove” on the campaign object, however I am keep getting error messages when populating ...
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1answer
61 views

suggestion needed in doing an approval process

I am having an approval process where whenever a record is saved i want to use a trigger and send for email approval. I want to use inbound and outbound email services to update fields. I will send ...
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1answer
373 views

approval process based on editing value

I am new to salesforce. I want to write an approval process. I am having a quote and I am having prices,quantities which I will get from pricebook prices which are editable. If at all while ...
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140 views

Approval Process - Send Later Steps to Record Owner's Manager

I'm trying to build an approval process for Opportunities that uses the following steps: Step 1: send to Finance for evaluation Step 2: send to record owner's manager for approval The problem I have ...
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244 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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148 views

After update called twice but fetching the old value

I have created 2 Approval process. I have an afterupdate trigger. Once the record enters Approval process, the status becomes "In Approvals".Record will move to the second approval process after the ...
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1answer
1k views

Allow User's Manager to see Private records?

I currently have a custom object which is set to private in organization-wide default sharing settings. I have created an approval process to allow managers to approve private records. When the ...
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1answer
62 views

Define a sequentiel approval steps

I'm working with approval process, and I want to define a sequtial approval steps, and where I choose the approval manually! For example: I choose 3 approvers When approver1 approve => Approbation ...
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1answer
3k views

Approval Process Not Respecting Else Approve Step

Question Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria? If so, are ...
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2answers
4k views

How to check if a record is locked through an approval process?

How do I check if a record of a custom object is locked through an approval process ? I know i can use the ProcessInstance to access my approval processes, but I can't check if it is locked or ...
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1answer
1k views

Create an event after a record has been approved

I want to create a event after my record have been approved, I have a checkbox checked when my record is approved so I can create my event, but the record will be locked !!!! There were custom ...
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2answers
2k views

Fetch Approval comments from ProcessInstanceStep to a different Object called Order

I am trying to fetch the approval comments from ProcessInstanceStep object to a custom field named "Commnets" of another object named Order. I have written the below code. but somehow unable to fetch ...
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1answer
2k views

“New Approval Step” button missing in Approval Process related List?

"New Approval Step" button missing in Approval Process related List. As per the help, if the approval process is active then this button is not available. But the issue is even after deactivating the ...
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1answer
553 views

Applying changes when the approval process is approved

I need to apply changes when my approval process is approved, here is my code behind: public static Set<Id> setParentID = new Set<Id>(); public static List<User> lstObjParent = new ...
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2answers
1k views

Add a logo to the approval alert template

Is it possible to add a logo (or otherwise customise) the standard Salesforce Approval Process e-mail template? I have "Enable Email Approval Response" turned on in this org, and so I'm receiving the ...
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1answer
2k views

order of execution issue?

I have the following logic implemented: approval process with a field update that set's a datetime on object X to now() trigger listening to a change of this datetime field on after update. That ...
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1answer
1k views

issue with final approval / rejection action with unanimous approval through apex

Scenario custom object X that needs several approvals custom object where the approval routings are defined. (so to which approvers does the system need to send the object depending on a stage of the ...
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Is it possible to prevent the opportunity approval process from changing the close date to submission/approval date?

Salesforce automatically switches the close date for opportunities from what value was upon user submission to the current date. Is it possible to have a trigger that keeps the value of the close ...
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4answers
15k views

Check if a record is in approval process

I´m getting this Exception: System.DmlException: Update failed. first error: ENTITY_IS_LOCKED, the entity is locked for editing: The problem is that i´m updating a case that is locked by an approval ...
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2answers
1k views

Approval Process Entry Criteria

We are using the trigger to kick off an approval process, the trigger fires when the opportunity is updated, can you please let me know how we can configure the entry criteria to "Is opportunity ...
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3answers
6k views

Approval process with trigger

Can you please give me a demo about a triggred approval process once a record is created. I cant find a documentation on the net Thank you
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1answer
1k views

Must specify a {http://www.w3.org/2001/XMLSchema-instance}type during creating Approval process using metadata API

I am trying to create Approval process using Metadata API but unable to figure out what i am missing. One doubt is XML don't have any symbol why which me or Salesforce could identify on which object ...
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2answers
131 views

Euro currency in approval process bug when using decimals?

I have an approval step criterium that records below €5,55 should be approved automatically. I can't get it to work. I tried setting the step to "greater than 5,55, else approve". However the comma ...