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Questions tagged [approval-step]

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0answers
25 views
+50

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 ...
0
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1answer
15 views

Approvals - Let the submitter choose the approver manually

Does anyone know if there is a way of restricting which users show in the drop down list if you select this option? We have a client who has 70 users, but only 12 of those are approvers. I would ...
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0answers
18 views

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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2answers
32 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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0answers
5 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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0answers
43 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 ...
3
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0answers
48 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 ...
1
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1answer
28 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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0answers
22 views

Attempting To Query All ProcessInstanceSteps For a Record

I'm having problems in that I do not seem to be getting all of the ProcessInstanceSteps for a multi step Approval Process. I first do a query of ProcessInstance based on the current record's ID (...
0
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1answer
145 views

How to add comments in Custom approval Process Reassign method

I custom a lightning component to reassign the approval process.I use the code under to reassign the approver successfully,but I can't add comments. Here is my code: @AuraEnabled public static String ...
0
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1answer
25 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 ...
1
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1answer
20 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 ...
1
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1answer
250 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 ...
2
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1answer
406 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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0answers
103 views

Multi step dynamic approval process

I have a scenario where I need to move the approval process to second step when the first step is approved by approver. I wrote this by using dynamic approval process in Apex. My code is working till ...
0
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1answer
58 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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0answers
24 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 ...
5
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1answer
2k 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 ...
0
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1answer
43 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 ...
0
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1answer
372 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(...
0
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1answer
242 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 ...
1
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0answers
30 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, ...
0
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2answers
195 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 ...
0
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1answer
277 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 ...
1
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1answer
1k 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 ...
0
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0answers
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 ...
1
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0answers
269 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....
2
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1answer
660 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 ...
1
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1answer
265 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.
2
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1answer
206 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, ...
0
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1answer
30 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 ...
2
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3answers
3k 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 ...
8
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2answers
1k views

Query Current Step Number for Approval process

Is it possible to retrieve the current Step Number for an approval process via a query? If so how? I don't see this as available field in the ProcessInstanceNode object. Thanks!! Looking for Step ...
2
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1answer
111 views

What are the picklist values for ProcessInstanceNode.NodeStatus?

According to the API documentation (https://developer.salesforce.com/docs/atlas.en-us.api.meta/api/sforce_api_objects_processinstancenode.htm) the statuses of of an approval instance node are Started, ...
1
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1answer
3k views

Retrieve current approval process step name from ProcessInstance Steps

I am attempting to retrieve the current process instance step name based on the processInstance step but cannot figure out how to relate this to the processDefintion / ProcessNode. My understanding ...
0
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2answers
2k views

Skipping approval step to auto-approve via approval process vs. workflow

Is there a way to skip an approval step in order to auto-approve and move directly to the final approval actions? My entry criteria for the approval process is the following: OR(Account_Manager__r....
1
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1answer
3k views

Approve/Reject many Records at once via Apex

I have an idea of approving/rejecting multiple records via apex. I read from https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_process_example.htm and I was able to approve/...
1
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0answers
33 views

Approval Process: Totally approve by approver 2 if approver 1 does not approve after 2 days

I dont know if this is possible. I want to create a workflow of 2 approvers(step by step wherein approver2 can only approve if approver 1 already approved) however, if approver 1 did not approve it ...
1
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1answer
34 views

Automation on Approvers depending on the amount of tasks of different approvers

The Approval process is very easy, only one step. The one step is now assigned to a queue. Now, the business requirement changes. Let's get rid of the queue. We still have a group of people as ...
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0answers
286 views

Change Approval Request Email Template / from Address

I know that when a record in an approval process is in pending, the organization receives an email that has the link to approve/reject the record. I tried finding where in salesforce can I edit the ...
0
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0answers
57 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 ...
2
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1answer
770 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 ...
0
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1answer
2k 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....
0
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1answer
3k 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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0answers
464 views

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 ...
0
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2answers
452 views

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 - ...
0
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0answers
609 views

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 ...
1
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0answers
528 views

Apex Approval Process- approve a step and moving on to the next one

I'm trying to approve a single step in an approval process via apex, and then have it move to the next step in the Approval process. The problem that I'm facing is that I end up approving the entire ...
0
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1answer
2k views

Trigger validation error message on Submit for Approval (Approval Process)

I have recently encountered an issue, which I do not seem to be able to resolve. I have set up an approval process that fires up if my PickList__c is evaluated true to the following value (or entry ...
12
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1answer
2k 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 ...