//Get all approval process records from an approval process definition List<ProcessInstance> instances = [SELECT Id,TargetObjectId, (SELECT Id, StepStatus, Comments FROM Steps) FROM ProcessInstance Where ProcessDefinitionId = ' [Your process definition Id]']; Set<String> objectIds = new Set<String> ();
Full Answer
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 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 store approval comments in Salesforce?
Salesforce: Store Approval Comments to NotesProcess Builder. Process to trigger when the status change to Approved or Rejected. a. Select the object and make sure to select "when a record is created or edited" ... Autolaunched Flow. Flow designer: a.
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 debug approval process in Salesforce?
Best way of Process Builder Debugging in SalesforceSet Workflow to Finer in the Trace Flag in the Debug Log.Look for Flow Elements(Flow_Element) in the Debug Log.Version Id in the Error Message is the Id of the Flow(Process Builder).Process Builder developer receives the detail email.More items...•
How do I make approval comments mandatory Salesforce?
Here are the steps to make this possible: Create a new picklist field on your approval process object called "Approval Comment Check". ... Create a new workflow field update action, call it "Approval Comment Required" and configure it so that your new Approval Comment Check field is updated to the "Required" value.More items...•
Can we write trigger on approval process?
It's not possible to invoke an Apex trigger as a result of starting or completing an approval process. As described in the resolution of this article, you can however, update data (a checkbox) as part of an approval process that can cause a trigger to fire.
How do I add approvers in approval process in 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...
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.
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?
ProcessInstance object Represents an instance of an approval process. which is created every time when a record is submitted for approval. ProcessInstanceHistory object shows all steps and pending approval requests associated with a ProcessInstance.
What are the use cases for approval processes?
Salesforce Approval Process Use CasesDiscount Administration. One of the top ways you can make use of the approval process in Salesforce is for offering discounts. ... Marketing Campaign or Event Approval. ... PTO (Paid Time Off) Requests.