Questions tagged [approval-step]

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Can I bypass/ eliminate the comments field on an approval process?

I am working on an approval process for a hiring manager. I don't want the manager to have the capability to enter comments/ notes when approving due to possible liability issues. Is there a way I can ...
Eric Hughes's user avatar
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1 answer
228 views

Approval process for external users (lightning experience)

I have a standard approval process that needs to be approved by external users (experience site). When the approval process is kicks-off, an email is sent to the approver. I am merging the field on ...
Lut's user avatar
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When I change assignee for my approval rule 'GxP Enabled Approval', I get below error when I try to hit the approval rule [duplicate]

When I change assignee for my approval rule 'GxP Enabled Approval', I get below error when I try to hit the approval rule. Error: {faultcode:'soapenv:Client', faultstring:'Apttus_Approval....
Manisha Ganjhu's user avatar
-1 votes
1 answer
218 views

Unable to see Automatically assign to queue, under select Approver?

How to add Automatically assign to queue, under select Approver options?
naveen 's user avatar
2 votes
1 answer
717 views

Does each field update in Approval Processes cause a trigger to fire for each update, or does it act in bulk?

We have a quite bit of activity that acts on update of an Object which causes UNABLE_TO_LOCK_ROW errors with subsequent transactions within a 2 minute time period. Hence, I'm trying to minimalize DML ...
Edwin Schaeffer's user avatar
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1 answer
497 views

Approval Process Does Not Send Email Alert For Specific Profile

I created an Approval Process for a custom object and added access to the Submit for Approval button on the page layout for a profile. When I'm logged in as Sys Admin, the process will send a bell ...
Adrianne Geyer's user avatar
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1 answer
53 views

Does approving on an step means the record will execute the Final Approval Actions and not go to the next steps?

I have an approval process that on the first step sends a quote to our CRO if the Quote Term is less than 10 months. My next steps involve other criteria that go to other members of the executive team....
Neto0291's user avatar
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1k views

User gets "Another user recalled or responded to this request" error when approving a record in Lightning

Our Approval process was working fine until yesterday, we started facing this error. Even though we have not made any changes in the setup. Even with admin profile we are facing same issue "...
HARKIRAT SINGH Vasir's user avatar
1 vote
0 answers
54 views

Field type change issue

Hi all I have created a text area(255) field to capture the approval comments entered during an approval/rejection process. In between it was changed to Text long area(131072) with visible lines as 10....
user121495's user avatar
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1 answer
3k views

Capture Approval Comments

Is there any way to capture approval comments in an approval process and store them to a text field using any of the automations? I have seen a way to do it using a trigger and call an approval ...
PJ98's user avatar
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1 answer
3k views

How to allow users to change approver in approval process on record

so, here is my problem: I have records which are sent for approval, but the person who should approve them doesn't seems to have the time to do so, and so the records are 'stuck' in Waiting for ...
Lior Lavi's user avatar
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2 answers
1k views

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 ...
Nick's user avatar
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1 vote
2 answers
2k views

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 ...
Samanya's user avatar
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1 answer
491 views

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 ...
Vonahclom's user avatar
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1 answer
547 views

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 ...
jsmith's user avatar
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1 answer
267 views

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 ...
bainubelli hari's user avatar
1 vote
1 answer
1k 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 ...
SFDC Dev 27's user avatar
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1 answer
578 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. ...
Luis Aguiar's user avatar
0 votes
3 answers
954 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 ...
Atiqah's user avatar
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1 answer
434 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 ...
Alarmed_Win's user avatar
-1 votes
1 answer
6k 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 ...
Deep's user avatar
  • 9
5 votes
2 answers
5k 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 ...
Pavan's user avatar
  • 51
0 votes
1 answer
2k 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 ...
vineet kumar's user avatar
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1 answer
603 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 ...
P P's user avatar
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1 answer
4k 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 ...
Zhuang Paulus's user avatar
0 votes
1 answer
194 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 ...
user75937's user avatar
  • 299
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1 answer
507 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 ...
Gina Kalamaris's user avatar
1 vote
0 answers
1k 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 ...
Srujan's user avatar
  • 133
1 vote
1 answer
1k 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 ...
Umesh Beti's user avatar
1 vote
1 answer
1k 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 ...
Pankaj Gupta's user avatar
1 vote
2 answers
583 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 ...
Gops's user avatar
  • 375
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0 answers
25 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 ...
Vivian's user avatar
  • 21
0 votes
2 answers
498 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 ...
Vivian's user avatar
  • 21
1 vote
0 answers
89 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 ...
Dedo's user avatar
  • 5,007
3 votes
0 answers
7k 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 ...
Madhurima's user avatar
  • 1,285
3 votes
0 answers
591 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 ...
user avatar
1 vote
1 answer
646 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 ...
Zoom_v's user avatar
  • 3,860
0 votes
1 answer
662 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 ...
user avatar
1 vote
1 answer
945 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 ...
Gurpreet singh's user avatar
1 vote
1 answer
3k 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 ...
compski's user avatar
  • 1,352
3 votes
1 answer
5k 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
david raj's user avatar
  • 623
0 votes
1 answer
2k 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 ...
Alex Curry's user avatar
0 votes
1 answer
77 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 ...
MnZ's user avatar
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8 votes
1 answer
17k 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 ...
Varun's user avatar
  • 3,093
0 votes
1 answer
114 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 ...
Siddharth Lakhotia's user avatar
0 votes
1 answer
1k 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(...
user2598808's user avatar
0 votes
1 answer
881 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 ...
MarvinM's user avatar
  • 15
1 vote
0 answers
69 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, ...
Sagnik Chattopadhyay's user avatar
0 votes
2 answers
1k 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 ...
Guy Clairbois's user avatar
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 ...
Kirill Yunussov's user avatar