Questions tagged [approval-step]

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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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1answer
39 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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3answers
56 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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25 views

Items to Approve is empty but not the Approval History

As a system administrator, I created a Lead. I submitted my Lead for approval and I now see my lead in the status "Waiting for approval". The approval request is well assigned to a queue (...
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20 views

Approval Process Step: On Rejection, Update Field, Go Back 1 Step, and Eval Entry Criteria

I'm currently working on a multi-step approval process. In Step 3 I have the rejection behavior set to update a Custom_Picklist__c field to "Denied" and to Go Back 1 Step. Step 2 has entry ...
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1answer
45 views

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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1answer
240 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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22 views

How to call final approval in multi step Approval Process

I have created a multi step approval process. There is a need to stop on a step if any user final approve the request. But there is no way I can find to do this. As we all know the final reject ...
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1answer
2k views

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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1answer
410 views

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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131 views

Approval process with Assigned Approver (Manually Chosen)

Under the approval process, we have Assigned Approver (Manually Chosen and Unanimous approval required Related user). I have gone through the other document that for Manually chosen approval process ...
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1answer
67 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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1answer
840 views

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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1answer
68 views

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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1answer
69 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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412 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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1answer
663 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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1answer
466 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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2answers
197 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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23 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
254 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
28 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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2k 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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239 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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1answer
315 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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1answer
341 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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1answer
331 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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1answer
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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1answer
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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1answer
594 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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44 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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1answer
9k 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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1answer
66 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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1answer
835 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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1answer
529 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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43 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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2answers
693 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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1answer
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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32 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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0answers
334 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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1answer
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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1answer
388 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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1answer
423 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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1answer
32 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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3answers
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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2answers
3k 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 ...
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1answer
158 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, ...
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1answer
6k 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 ...
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2answers
5k 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....
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1answer
6k 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/...