ProcessDefinitionId is the id of the Approval Process. SELECT Id, TargetObjectId, ProcessDefinitionId FROM ProcessInstance WHERE Id = ‘<ProcessInstanceId>’ From the Approval History, open the Process Instance Step and get the Id.
Full Answer
How to get the approval process ID in salefsorce?
How get the Approval Process Id using Process Instance Step or Approval History in Salefsorce? 1. Get the ProcessInstanceId. 2. ProcessDefinitionId is the id of the Approval Process.
Do you have an approval process in Salesforce on opportunity?
Search for an answer or ask a question of the zone or Customer Support. Need help? Dismiss Don't have an account? Don't have an account? We have a Approval Processees developed within Salesforce on Opportunity.
How to check the status of approved/rejected transaction in Salesforce?
When you submit for approval, you find the status "Pending" in ProcessInstanceHistory or ProcessInstanceWorkItem table. Once the approval is complete you will have the status updated accordingly to "Approved" or "Rejected". And these status are updated by SalesForce.These values are not available till transaction is complete.
Should the trigger be before or after the approval process?
However, due to record locked by Approval process, the trigger had to be before trigger. Is there a way I can fetch the ID of the user who actually approved the process?
What is an approval process ID?
ProcessDefinitionId is the id of the Approval Process. SELECT Id, TargetObjectId, ProcessDefinitionId FROM ProcessInstance WHERE Id = '
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...
Where can I see my approval requests in Salesforce?
To track where a record is in an approval process, view its Approval History related list. Identify a delegated approver and control whether you receive approval request emails.
Can we query approval process in Salesforce?
Salesforce Approval Process Objects ProcessInstance ProcessInstance record is created every time for particular object record which is submitted for approval. Its is also read-only object. We can describe, query and retrieve the approval processes Instance.
How do you find approval history in Salesforce?
If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress approval processes and their individual steps ...
How do I get the approver name in Salesforce?
In the Available Merge Fields | Click the Select Field Type drop down | Select Approval Fields | Click the Select Field drop down | Select Approval Step Approver | Select and Copy the value in the Copy Merge Field Value. 5. Paste the value into the desired location of the email body | Click Save.
Where is approver settings Salesforce?
From your personal settings, enter Approver Settings in the Quick Find box, then select Approver Settings.
What is an approval request 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 send an approval request in Salesforce?
Submit a Record for ApprovalGo to the record that you want to submit for approval.Make sure it's ready to be submitted. Before you can submit a record for approval, it must meet the criteria for an active approval process. ... Click Submit for Approval.
What is process instance?
A process instance represents one specific instance of a process that is currently executing. Whenever a process is started, a process instance is created that represents that specific instance that was started. It contains all runtime information related to that instance.