Where can I find approval history in Salesforce?
It is only visible on the record's page. Users must click the link to approve in the email received, navigate to the Approval (ProcessInstanceWorkItem), click the record, and view the Approval History related list on the record in order to see the Approval History.
How do I check approval process in Salesforce?
Test Your Approval ProcessUsing the App Launcher, navigate to the Travel App and click the Travel Approvals tab..Select a record from the list. ... Click the down arrow next to the New Opportunity button and select Submit for Approval..Enter a comment and click Submit.More items...
How do I create an approval history report in Salesforce?
From Setup, enter Report Types in the Quick Find box, then select Report Types.Click New Custom Report Type.Fill out the fields. For this field... ... Click Next.Click the box under the primary object.Select Process Instance Node. ... For the A to B relationship, select one of these options. ... Click Save.
Can you report on approvals in Salesforce?
Using standard functionality, it is not possible to create a report on records that have been submitted for approval. It is possible, however, to create a custom field that will specify whether the record has been submitted for approval.
Where does the statement approval history appear?
To view a transaction's approval history: 1. Click the transaction's status link in Approval Status column. The Transaction Management: Transaction Detail screen displays with the Approval History tab open.
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 approval history related list in Salesforce?
The Approval History related list lets users submit approval requests and track a record's progress through an approval process from the record detail page. Consider adding the Items To Approve related list to your custom home page layouts.
What is ProcessInstance in Salesforce?
Salesforce Approval Process Objects ProcessInstance Represents an instance of a single, complete approval process. ProcessInstance record is created every time for particular object record which is submitted for approval. Its is also read-only object.
What is approval process in Salesforce?
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Example. Your org has a three-tier process for approving expenses.
How do I create a report from a contact history in Salesforce?
click report tab-->click create new report->click Account and Contacts-->under that see contact history will available there...
What is dynamic approval process?
Dynamic approvals enable you to create a single step that systematically identifies every potential approver, searches to find out if that approver has enough authority to complete the approval, and creates a visual path for users to view of all necessary approvers in the process.
isLocked (id)
Returns true if the record with the ID id is locked, or false if it’s not.
isLocked (ids)
Returns a map of record IDs and their lock statuses. If the record is locked the status is true. If the record is not locked the status is false.
isLocked (sobjects)
Returns a map of record IDs to lock statuses. If the record is locked the status is true. If the record is not locked the status is false.
lock (recordIds)
Locks a set of objects, and returns the lock results, including failures.
lock (recordsToLock)
Locks a set of objects, and returns the lock results, including failures.
lock (recordId, allOrNothing)
Locks an object, with the option for partial success, and returns the lock result.
lock (recordIds, allOrNothing)
Locks a set of objects, with the option for partial success. It returns the lock results, including failures.