Open the details page and call the Apex using the ape.js scripts. You can also create an apex class using the scripts. Click on the Recall Approval Request button, and you will get a notification asking you if you want to recall the Process.
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.
Who can recall approval process?
submittersIf selected, submitters can recall their approval requests. If unselected, only admins can recall requests.
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.
How do you remove an approval process?
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.
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...
What is two step approval process in Salesforce?
On the second approval step "Automatically assign using the user field selected earlier. (Manager)" is selected. The problem is that the approval goes to the person's manager who approved in the first step. Not the Manager of the person who submitted the record to be approved.
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 auto approve approval process in Salesforce?
How to Deploy Approval Process in Salesforce?Click on Setup => Create => WorkFlow and Approval => Approval Process or go to Quick Find and search Approval Processes. ... Click on Create New Approval Processes and choose Use Jump Start Wizard.More items...
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...
How do I delete an approval request in Salesforce?
Remove Pending Approval RequestsFrom Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.Search for the approval requests that you want to remove.Select Mass remove records from an approval process.Add comments.More items...
Can we delete an 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.
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.
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