Slaesforce FAQ

how to delete an approval action in salesforce

by Alexandra Johnson Published 2 years ago Updated 2 years ago
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You can set the action to 'Remove' for the approval process Ex:- Approval.ProcessWorkitemRequest appreq = new Approval.ProcessWorkitemRequest ();

To remove or add an Approval Step in Lightning: Click the Gear Icon | Setup | Quick Find box enter Approval process. Find the approval process. Deactivate this Approval Process.

Full Answer

How to delete active approval process in Salesforce?

Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin. Thanks for contributing an answer to Salesforce Stack Exchange!

What should I do before deleting an approval process?

Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.

How to DELETE DML on approval process?

We can not apply Delete DML on Approval process. So to do the same we need to abort it's processinstance. so if you need to delete Approval process under any record just query like this Please let me know in case of further query.

How do I find the IDs of a deactivated approval process?

Select TargetObjectId, Status, ProcessDefinitionId, LastActorId, IsDeleted, Id, ElapsedTimeInMinutes, ElapsedTimeInHours, ElapsedTimeInDays, CompletedDate From ProcessInstance p where ProcessDefinitionId IN (' Pass IDs of the Deactivated Approval Process here '). This will give you the ids of the records for these approval process.

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How do I remove approval from workflow?

To delete an approver, Navigate to the Approvals tab on the Workflows page. The page will list all the preconfigured approval workflows. Click the workflow name that you want to delete the approver.

Can we edit approval process in Salesforce?

After an approval process is activated, you can't add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.

How do I remove a submit for approval button in Salesforce?

Create a new Page Layout and remove the Submit for Approvals button. Use the existing layout with the Submit for Approval button and create a new layout without it. You should now have 2 layouts: One with the Submit for Approval Button and one without. Two new Record Types are needed.

Can approval process delete a record?

After approval requests are removed, the associated records are unlocked and removed from all approval processes, so they no longer appear on the approver's list of pending approval requests.

How do I recall a approval request in Salesforce?

Withdraw an Approval RequestGo to the detail page for the record associated with the approval request.In the Approval History related list, recall the approval request.

What is recall action in approval process?

Recall Actions. A recall action occurs when a submitted approval request is recalled. By default, the record is unlocked. Record Locking. Record locking prevents users from editing a record, regardless of field-level security or sharing settings.

Where is submit for approval button Salesforce?

You need to add the Submit for Approval action from the Mobile & Lightning Actions section into the "Salesforce Mobile and Lightning Experience Actions" in the Object's Page layout. After that, Click on Record and look at the top right corner. I hope it helps you.

What does submit for approval button do in Salesforce?

Required Editions and User Permissions If you're not sure what the requirements are, ask your admin. Click Submit for Approval. If an approval process applies to the record, Salesforce begins the approval process. This button isn't available after the record has been submitted.

How do I create a custom approval button in Salesforce?

Create an Approval Process. Entry Criteria: Submission: Approval Status - equals - Pending. Next Approver: Determined by: Manager. ... Add an Approval Step. All records, approved by submitter's manager. ... Final Approval/Denied Actions. Field Update: Update “Submission: Approval Status” field to “Approved”

Can we delete a record with approval process in Salesforce?

Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval.

Can process builder delete records?

You cannot delete records through Process Builder.

How does approval process work in Salesforce?

Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. An approval process also specifies the actions to take when a record is approved, rejected, recalled, or first submitted for approval.

Can you delete an approval process?

Active approval processes can't be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.

Can you delete approvals from the recycle bin?

You will have to delete any records that have been in the approval process and remove them from the recycle bin. Then deactivate the approval process. The you may be able to delete it. At one point you could not ever delete it IIRC but the current docs are unclear and seem to indicate it is possible.:

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