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Are there approval processes in the opportunity object?
We currently do not have any Approval Processes in our Opportunity object. But we have just come up with a new Record Type which would require an Approval Process. All of the rest of the Opportunity Record Types will still not need an App Process.
Can a record be unlocked during the approval process?
There are only two ways a record can be unlocked that is locked by the approval process. 1) The ‘Final Approval Action’ of the process does have the feature to unlock a record. 2) A button labeled ‘Unlock record’ will be visible (only)to system administrators and only they can unlock a record locked by an approval process.
Do you need an app for the opportunity object?
All of the rest of the Opportunity Record Types will still not need an App Process. I am trying to account for all of the potential problems this could cause. The first thing that comes to mind is a potential error for all of the other Record Types because they won’t meet any approval process criteria.
Can a user edit a record during approval?
There is a group of users which needs to edit the opportunity records, irrespective of what the stage is. They should be able to edit the fields whether they are just submitted for approval, or in approved stage. If we unlock the record during approval, it would be editable by all the users.
How to create approval history report with object fields?
Scenario 6: Opportunity is Recalled and User Submits Again New record will be inserted with the following information Approval History Start Date/Time – Time opportunity was submitted for approval Approver – user selected as approver From Approval Status = Recalled To Approval Status = Submitted
Can you enforce the opportunity stage requirements here?
You can enforce Opportunity Stage requirements here, you can enforce a variety of requirements here but remember, the Approval Process does not have an error message. So, if a user submits a record that does not meet criteria, they will not know exactly which criteria they’re missing.
Do you need to write an approval process?
Do I need to write an Approval Process which would account for all of the other Record Types and would just automatically “approve” those in order to take the whole approval function out of the equation for them in order to avoid an error ? Is there anything else I need to account for in this ?
When does workflow alert not triggered by approval process?
It would be helpful if a process builder process could be triggered when an approval process is approved or rejected. The same limitation for workflow rules is in place for process builder. Sincer process builder allows for cross-object updates, the update I want cannot be made as part of the approval process.
How to create approval process in Salesforce.com?
Create approval process and include the desired recordtype in the criteria for approval. Create separate page layouts for recordtypes and place ‘Submit for Approval’ button in that page layout where approval is eligible. You can create a custom button and write the following code and place any page layout.