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Questions tagged [approval]

Approval Process is an automated process and an organization can use to approve records in Salesforce.

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1answer
42 views

Approve an email before sending

In our business, we want when our L1 agents send email as a reply to a case they should go through approval of their managers. So when they create a reply they put customer email address in to, write ...
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1answer
826 views

Approval Process Issue: Reassign and Approve/Reject Links are displaying for the submitter. Any thoughts please?

My question could be a duplicate of another question that has been asked long back but without a concrete suggestion/solution. Submitted user is also getting Reassign | Approve/Reject button on ...
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1answer
549 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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1answer
529 views

How can I pull the manager's manager?

I have a request to build an approval process on a custom object and the request should be routed to the "Director" (ie, the record owner's manager's manager), and it appears the way to accomplish ...
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0answers
925 views

how to appear Chatter posts for approval requests in lightning

I have created an approval process that allows users to approve the records from chatter. Before Designing an approval process, I have enabled feed tracking for the object where I have designed the ...
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141 views

How to Override Approve/Reject in Salesforce Lightning

Is there any we can override Approve/Reject in Salesforce Lightning so that it should not show standard approval page.
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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
8k 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
404 views

How do we point custom object's record owner as approver in salesforce?

Sorry to put my question like this. I have a requirement where a consumer need to access fruits produced by producer. Consumer, Producer, AccessFruit are three custom objects. AccessFruit object has ...
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1answer
63 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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0answers
145 views

How can I add an approver to a submitted request?

I have a large number of approval requests that have already been submitted. I need to add an additional approver to these requests. So far, I've tried doing this declaratively by adding an approver ...
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1answer
21 views

Approver cannot see email to approve

I have sent my email off to my approver but when he opens it up, the panel displays "Error not found". I have tried sending it again and this issue still persists. How can I solve this?
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1answer
75 views

Emails sent to Additional Email Addresses on No Access Deliverability

I have set Email Deliverability to "No Access" to prevent users from receiving any emails from Salesforce as we are testing before going live. This is in production. We have approval processes email ...
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2answers
671 views

Avoid Approval Process email when record is submitted from Apex

I have an approval process defined the scenarios I need to cover are: Users after save a record (in a custom object), I have a apex class that sends the record to approve, (the process is going to ...
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0answers
70 views

Need Help with Approval Process: When a user would like to mass/delete or transfer records they must be approved by the Office Manager

I have never worked with approval processes so I would really appreciate your inputs. An approval process needs to be be created based on ownership of accounts for mass record deletion and transfer. ...
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1answer
54 views

Can I lock another related object when submitting a record for approval?

I am attempting to set a salesforce page up with a contact and application object. I was wondering if there was a way I could use the relationship between the two objects to have the contact account ...
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0answers
105 views

Challenge unlocking a list of objects in my logic

I am trying to using Approval class to lock and unlock records of an object xyz__c. When I run the below code I still see the record as locked and unable to perform update on it: List<xyz__c> ...
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1k views

INVALID_CROSS_REFERENCE_KEY Error in Approval Process

Following error is popped up when trying to approve the approval step by code.I can sense this error is because of wrong work item id but I am unable to do so. Approval Process error: System....
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1answer
740 views

how to get the Id of the newly created approval request, if the record is submitted to the approval by using process builder

i have a test method,creating a record then submitting to the approval by using process builder,then i have to approve the approval request, @isTest private class RequireRejectionCommentTest { ...
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3answers
5k views

Approval process submit for approval button does not showing up

Can not see submit for approval button in my approval process? Please let me know how should I add it. Thank you
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1answer
2k views

Approval process and entry criteria

I have 2 approval processes on an object and the record in context when submitting had name = "test", gender = "female" Important: numberoflocations (one of the criteria in the entry criteria) is ...
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3answers
455 views

Dynamically route approval to user

I have 3 objects object 1, object 2 and user. object 2 has a lookup to user and object 1 has a lookup to object 2. I want to submit a record of type object 1 for approval to the user as defined by ...
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1answer
2k views

Approval Process in Process Builder

I have a process builder in place to submit a record for approval automatically, but when the record is edited and I try to save the record I get a trigger error "This record is currently in an ...
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2answers
60 views

Approval field update

I have 2 objects, i created a approval process on 2nd object my requirement is on approval i need to update a field in first object, Please let me know is it possible or not.
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2answers
811 views

Test Class coverage for trigger

I have the following trigger which gives a red flag in the development console on the addError line, how do i remove this with the unittest? Trigger trigger NoteOnContentDocument on ContentDocument (...
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1answer
3k views

How to deploy Approval processes using ANT migration tool?

I am trying make a deployment using ant, i have an error concerning Approval processes, i am wondering if we can really deploy an approval process using ANT: All Component Failures: 1. package.xml --...
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1answer
258 views

Approval Process: other than the system admins, can I set one non-admin user to unlock the record?

In our current approval process, once the user sends the record through to intial approval, the record is locked. There are limited times when the record needs to be unlocked and we'd like an end user ...
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1answer
650 views

Record Lock release

I have created the record in order object in salesforce, once i changed the status as Submitted, the record gets locked in salesforce using Approval Process I want to release the record in the ...
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1answer
231 views

Approval process via email service

I need your help.I am parsing approval email response via email service.Everything is working as expected. But When I am sending any record for approval and then Assigned approver is replying through ...
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1answer
4k views

How to unit test query ProcessInstanceWorkItem without a defined approval process

I'm trying to unit test the class below, which does against the ProcessInstanceWorkitem table to find all pending approvals for an sobject (given by name in the method call). The class is rather ...
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2answers
898 views

Ordering approval process history items by CreatedDate DESC doesn't give the correct order of execution

It seems to be a quirk of ordering SOQL queries by CreatedDate that, if the records were created in the same second, the order returned by the SOQL query doesn't reflect the order of execution, as ...
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0answers
327 views

How to change approval request post on record chatter feeds?

I have an Approval Process on Account. Every time I submitted for approval, there will be an approval post on Account's chatter feed like below. My question is, how to change the content of the post ...
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2answers
3k views

How can a trigger be written so that it fires when a record is approved?

Can a record change be detected so that a trigger will ONLY fire once a record has been approved?
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1answer
2k views

Select group of users in approval process

I want to create approval process in which I send mail request to group of users depending on submitter. For example if submitter is assigned a territory or organization unit (an object in our app), ...
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0answers
282 views

Automate Approval Step to be approved, not skipped

We're currently tracking internal requests in Salesforce via Cases. For a certain kind of request, we want to run it by the managers of 3 teams to see if what's being requested would be applicable to ...
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1answer
758 views

Email Template {!Receiving_User.Name}

I want to send email to all the users in a public group from initial approval action. How can I refer individual user's name in the email template? I tried {!Receiving_User.field_name} merge field in ...
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1answer
213 views

ExactTarget - Approval API

I am trying to retrieve emails submitted for approval via API. Did Marketing Cloud implement the Approvals APIs? If not, when is it estimated?
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1answer
726 views

Approval Process Multiple Approvers

We have 4 approval steps based on a multi-select picklist. Step 1 If multi-select picklist = (A OR B) OR (A & B) Will go to Approver 1 Step 2 If multi-select picklist = (C OR D OR E) OR (C & ...
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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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0answers
73 views

Approval Process - Submitter Can Approve

I have an Approval Process on a custom Quote__c object. For some reason now it appears that any submitter can approve his/her own quote. We have not made any changes, only difference I can see is that ...
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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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1answer
39 views

Specify user that can unlock opportunities

I have a number of super users set up and I want them to be able to recall opportunity approval requests, and unlock opportunities when needed. I checked in the approval process, and I can only ...
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1answer
667 views

Process builder is not firing based on approval process field update

I stuck in a place where in approval process i have a field update. So based on this field value i run a process builder.But approval process is working fine.But the process builder is not working.If ...
2
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1answer
6k views

how to create the object processInstance in test class

how to create the object processInstance in test class? System.DmlException: Insert failed. First exception on row 0; first error: REQUIRED_FIELD_MISSING, Required fields are missing: [...
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0answers
79 views

Send emails to all approvers when a approval is rejected

Is there a way in the approval to only send emails to to approvers when an approval request has been rejected? This should only be sent to the people who are in the approval path and maybe they had ...
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1answer
71 views

is there a programmatic way using APEX to define approval process on OpportunityLineItem or OpportunityProduct

I am getting following error. Any help is appreciated EXCEPTION_THROWN|[12]|System.DmlException: Process failed. First exception on row 0; first error: NO_APPLICABLE_PROCESS, No applicable ...
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1answer
3k views

How to get Pending approvals for a particular profile user programmatically?

I have two profiles Manager, Agent. If Agent creates a record in case Object, that will escalate to Manager profile user for approval. When Manager profile user login, I need to display all the case ...
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1answer
75 views

Create a case during account approval process

I have created an account approval process, and as soon as the approval process is kicked off, I would like to create a case. Is this possible without code? As per the below comment, I have used ...
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2answers
1k views

Custom Approver

I have a custom app with a custom object. I want to have an approval process on the object. Ideally I want to have a lookup field to the user records on the custom object that allows me to select a ...
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0answers
28 views

Restrict record creation through field values & public groups

I've created an app which can be used to create new requests to be sent through an approval process for employees by their managers. The functionality works great but I am now trying to think of the ...