Questions tagged [approval-step]

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Initial submission action - should be locked - approval process

object permission for the user: I have the approval process and there is little tweak I need to do but I'm not sure if this is possible using the declarative, here is what I want to do. When the ...
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Removing Submit for approval button once the record is approved

I have an object that contains a checkbox field, whenever the checkbox is updated to true, submit for approval button should be removed. Eg: If the Record Sent for approval is approved, it should not ...
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Don't get approval email if the previous step was approved via email

I have a strange issue. I have test order approval process, which has two steps. I have email notification on each step with an option to approve this step via email with key word "yes" or ...
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ApprovalRequest comments for submission in email is empty

I am using an approval process on opportunity and email alerts to notify the Opportunity owner regarding the Approval status. I have set email alerts on Approval Submission, approval, rejection, and ...
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1 answer
182 views

How to route multi-step approval request to queues dynamically?

Requirement: I want to route the request to specific queue at each step based on the record's attribute. Example: Step 1 - route to queue 'DIF_1234_C'. Step 2 - route to queue 'DIF_1234_R' . The '...
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How to hide comments if ProcessInstanceStep doesn't have them?

I have quote and approval history with process instance steps. I would like to show comments only if they aren't empty. How can I do that?
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Multiple Approval Step For Different Approval Step Criteria and Approvers

The scenario is we have one threshold value if that threshold value is less than or equal to 10 and the vertical is equal to "A" then it should approve by the chief(user P) only and if the ...
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Unable to access processnode fields from processinstancestep

Require to processnode field data from processinstancestep. While using query- Select StepNodeId from processinstancestep It is returning the values as expected But while using query- Select ...
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1 vote
1 answer
193 views

Custom Hierarchy field not available from Approval Process Step

In my org There are 15 fields of type "Hierarchy" on the User object. Out of these, one is the standard Manager field, and the rest 14 custom. I have an approval process where I need to ...
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Approval process:-Check record submitter's manager belongs to a specific queue

I have a requirement where i need to check whether the record submitter's manager belongs to a specific queue.If the above condition holds good then i need to go to the next step in my approval ...
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1 answer
113 views

approval in a single step, returning the first answer

I have an approval process with 4 steps, with various designated approvers, one for each. I need that when one of them approves the opportunity, to end the process, making his answer the final result. ...
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3 answers
207 views

Remove a few step for approval process

I want to remove a few steps in the approval process. You may refer to the images that I attached here. The actual process, once user click return shipment approval/reject button from page 1, page 2 ...
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Test class for approval process with formula fields

I am trying to write a test class for an email controller but keep getting tripped up on the Approval Process part. The long & short of it is that my approval processes for SBQQ__Quote__c in my ...
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-1 votes
1 answer
1k views

How to query to check to whom my record is assigned for approval?

How to query to check to whom my record is assigned for approval ? I mean, using query, can we find out actual approver, Assigned to and status as Pending....etc. that are already present in Approval ...
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5 votes
2 answers
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RecordTriggerAutolaunched flow Not firing

I have done field update in approval process final approval action. I have created a RecordTriggered flow based on this objects field update. In the flow am updating its parent record field. But the ...
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Assigning Approvers through Apex at each step (Dynamically) of a Multistep Approval [duplicate]

Scenario is given below. On Account, I have an approval process. and it's multistep approval. Let's assume its a 2 step approval. but in the approval steps, No approvers are mentioned. for the ...
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1 answer
182 views

Deploying another version of approval process - what happens to the pending records?

I have an active approval process in production - named qualification approval 1. and now added a new step to the new version of the approval process named qualification approval 2. The idea was to ...
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First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found

I encountered this error message recently in a function that had been okay before: "First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable approval process was found". As ...
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1 answer
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dont know why '\n' is not working for next line

I am using '/n' in below way public String appComment{get;set;} for(Processinstancehistory p:listp) { appComment=appComment +'\n'+ p.Comments+'\n'; } I am getting result in one line . I need every ...
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1 answer
127 views

Reject Reason and Task Assigned

Wondering if you could help me with an issue I'm having. I need to create a picklist value that states what department the rejected agreement will go back to (if it is infact rejected). Once the ...
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1 vote
0 answers
589 views

Auto approve the step if the submitter is the approver

I got a requirement to auto approve a step if the approver in that step is the submitter of the Approval Process. But I dont see any Option to set like "Approve and go to Next Step" (Please suggest if ...
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1 vote
1 answer
830 views

Approval process not assgining to correct approver , Approval process not working as expexted!

if Discount 0 to <=5 area manager if Discount 5> to <=10 sales manager if Discount 10> CEO i have two fields on the user object area manager & sales manager(i will assigin this two ...
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1 vote
1 answer
669 views

Report on Cases and Approval steps

We have implemented Approvals on Case Object with multiple steps. Our requirement is to analyze the number of Cases at each step of the approval process. How should I go about doing this Is there a ...
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1 vote
2 answers
267 views

Assign record approval person based on value on a field

Is there a way to assign the approval for a record based on value of another field? Basically, I was trying to assign the approval based on the "area" field assigned to that record. Based on the area ...
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  • 357
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0 answers
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Approval process- Configuring approvers

I have a opportunity which has lookup to account. In opportunity approval process- approval step- i need to have a approver as Account's manager--> Manager. In another step, Approver as Account's ...
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  • 21
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2 answers
332 views

Process Instance object test coverage

Hi I have a batch that works on process instance object, i am struck how to achieve test class coverage for this as ElapsedTimeInHours is a system field and when i am creating approval instance and ...
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1 vote
0 answers
52 views

Performing an action when user reassigns an approval step

In the approval process a user can reassign the step to someone else. I need to build a business logic around this reassignment but I cannot find where in Salesforce its happening. I tried workflows ...
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3 votes
0 answers
3k views

Making approval comments mandatory - different behavior Classic vs Lightning

I am trying to make Approval Comments mandatory for the Approver while Approving. I was using the following apex trigger, approval process steps and workflow field update as per the following blog ...
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3 votes
0 answers
301 views

How to update Process Instance Step

I have an record with the object,The Record has already entered into the approval process with the step, After some days I have cloned the same approval process and recreated with the different type ...
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1 vote
1 answer
387 views

Question regarding Steps with multiple approvers within an Approval Process?

Is it possible to allow users to manually choose two different approvers for a Step ? Or is it possible to have one of the approvers automatically chosen and the other manually chosen ? From what I ...
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  • 3,720
0 votes
1 answer
415 views

Restrict Approve/Reject based on the current status

We have a multi level approval process chain for a case record type. I have a checkbox field, which, when checked would cancel the case. Whenever the current user/approver cancels the case, the record ...
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1 vote
1 answer
471 views

Case of no response on approvals

What flow would it be if user does not respond on approval/rejection request. I am creating a flow of approvals and rejections. What will happen to the flow when at some particular level user does not ...
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1 vote
1 answer
2k views

How to have an approval process such that if any of the 2 out of 5 approvers 'Approve' the record in account will be Approved?

I have this Approval Scenario where I want to have this feature where : If one user presses the "submits for approval" button on the Account record, the approval process will go to 5 users to ask for ...
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3 votes
1 answer
3k views

How to reassign an approval request in apex

I want to reassign a queue assigned to an approval request using apex. How can i achieve this, I have tried updating processInstanceWorkItem object but it was throwing insufficient access error
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  • 603
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1 answer
842 views

Approval Process: Word used to approve or reject not understood

One of my users is receiving this message when approving something from the Record page: "Your workflow approval message was not processed. The word used to approve or reject the item was not ...
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0 votes
1 answer
50 views

Approval process optimization

Currently I have 2 approval processes on a custom object. I have 5 checkboxes which when true will be auto submitted for approval by a process builder. Current situation: Approval#1 is triggered ...
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7 votes
1 answer
11k views

SOQL to pull out Approval History records

Can someone let me know of SOQL that can pull out all these fields from Approval History ? Action, Date, Status, Assigned To, Actual Approver, Comments, Overall Status So far I found out that we can ...
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  • 3,021
0 votes
1 answer
75 views

Need to Create a 3 level approval Process, Unable to identify how to do it

I need to create , a three level approval process. My organization as 67 users. so I cant just manually fed the users. I have three Roles Thailand Sales Rep Thailand Sales Manager Thailand Sales ...
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0 votes
1 answer
921 views

SOQL Query to fetch articles submitted for approval

I want to fetch KB Articles which are "Submitted for Approval". In PublishStatus - We only have two values - Draft and Published. How to query articles which are in Draft and Submitted to Approval(...
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1 answer
623 views

Trying to get the approval step name into my approval email and pdf

I have a Visualforce Email Template that displays the approval history for an order. It uses a Visualforce component and apex class. This is the code in the email template <p><b>Approval ...
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1 vote
0 answers
45 views

Capture Approval Step name

Is there any way I can capture the current approval step name in a field on the associated record or refer to it in an Approval Assignment Visualforce Email template? I would prefer not to use Apex, ...
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0 votes
2 answers
863 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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1 vote
1 answer
4k views

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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0 votes
0 answers
38 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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1 vote
0 answers
362 views

Test Class for Process Instance History

I have a class containing the below part of code in it for the Approval Process. I have no clue on how to cover this in my Test Class. for (ProcessInstanceHistory ps: qs.ProcessSteps) { if (ps....
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2 votes
1 answer
2k 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 ...
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1 vote
1 answer
399 views

Required comments field in ProcessInstanceWorkitemWizardStageManager

How do I enforce the comments is required field before the user approve/reject the request? Below is my screen shot of the page.
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3 votes
1 answer
512 views

Why does ProcessInstanceNode not appear in the Entity Relationship Diagram?

In the following linked image is the Salesforce ERD for Process objects: However I can't understand why I can use the following subquery to get a "invisible" child object for process: [select Id, ...
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0 votes
1 answer
34 views

Replacing an Approval step with an email alert

I have an existing five-step approval process on a Quote object, where the first step is Manager approval for various discounting or exception scenarios. I want to remove this first approval step (and ...
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  • 1,194
2 votes
3 answers
4k views

'Unlock' button in Salesforce Approval process?

Can someone please tell me the significance of 'Lock/Unlock' button in Approval process. I was just trying to create an Approval process on a Custom object as part of testing and did a very basic ...
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