In the approval process, go to the approval step and change the approver to the related user and select the field you added previously. This make sure that the approver is set to the user you want to get the approval from. In the field update change the status field to say 'approved'.
Why can't I manually select an approver in Salesforce?
Check and make sure you do not have "Allow approvers to access the approval page from within the salesforce.com application, or externally from a wireless-enabled mobile device" selected this will take away the ability to manually select an apporver
What is an approver in Salesforce CPQ?
The approver can approve or reject an approval request within the Salesforce CPQ Advanced Approvals package. An approver record can represent either one user or a user group. An approver group is useful when you want to send approvals to every member of a related team.
How do I Choose an approver for approval requests?
You can specify an approver based on a formula or criteria. For example, you want the approver to be the regional manager related to a sales rep’s opportunity. If the regional manager changes, the new manager is referenced. Choose a user to receive another user’s approval requests over a predefined time period.
How do I delegate approval requests to another user?
Choose a user to receive another user’s approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. In the Delegated Approver field, enter the user record of the user you want to delegate.
How do I change my approver?
The Change Approver user role has the following responsibilities: Approve or deny Change when requested. This can be either electronically by using the service management tool or by using a Change Advisory Board (CAB) or Emergency-Change Advisory Board (E-CAB) meeting.
How do I change approver in workflow?
It is not possible to change or remove an approver which is determined by the system. The Process Controlled Workflow is more restrictive in this way than the Application Controlled Workflow. This is the system design and cannot be changed. The system is working as designed.
Where is approver settings Salesforce?
From your personal settings, enter Approver Settings in the Quick Find box, then select Approver Settings.
How do I add an approver to Salesforce?
Select fields to display on the approval page layout.Select these fields from the Available Fields list. ... Click. ... Select Display approval history information in addition to the fields selected above.Select Allow approvers to access the approval page only from within the Salesforce application (Recommended).Click Next.More items...
How do I change approver in workflow Servicenow?
Add or remove an approverNavigate to Targeted Communications > Publication Workflow.Select a workflow. ... To add an approver, click Edit Approvers next to the Approvers field and select an approver from the Users list. ... To remove an approver, click Edit Approvers next to the Approvers field and select the approver's name.More items...•
How do I change my PO approver in SAP?
Go to SPRO-MM-Purchasing-Purchase requisition-Release Procedure-Define Release Strategies and Select Release Codes and Change the Release Code Descripotion and Save.
Where is Salesforce approver delegated?
Go to the delegate approver User's detail page and click on Edit. Change the Receive Approval Request Emails pick list to if I am an approver or delegated approver. This will allow the delegated approver to get an email sent whenever there is a record in the approval process for which he is the delegated approver.
How do I setup a delegated approver in Salesforce approval process?
Delegate ApproversIn the Delegated Approver field, enter the user record of the user you want to delegate.Use the Delegate Start and Delegate End fields to define the delegation period. The period begins at 12:00 AM. on the delegate start date and ends at 11:59 PM on the delegate end date.
How can you specify someone as your default approver?
Select the radio button for the approval manager you want to forward your approved transaction to. 6. If desired, select the Set selection as your default approver check box to make the selected person your default approval manager. 7.
Who can be an approver in Salesforce?
An approver record can represent either one user or a user group. An approver group is useful when you want to send approvals to every member of a related team.
How do I set up multiple approvers in Salesforce?
Multiple approvers for Approval process in SalesforceGo to Setup --> Create --> Workflow & Approvals --> Approval Processes.Select the object to create approval process.Click "Create New Approval Process" button and click "Use Standard Setup Wizard" link.Enter a name and description for your new approval process.More items...
How do I assign multiple approvals in Salesforce?
1:095:02How to Configure an Approval Process with Multiple ApproversYouTubeStart of suggested clipEnd of suggested clipAnd now you can see this new button new approval step click on it and let's create a second approvalMoreAnd now you can see this new button new approval step click on it and let's create a second approval step for this approval. Process give it a name in click on nets. Here. You can specify any step