To restrict, submitter to approve the request follow this steps: Create two text fields to capture submitter and approver's id. Create field update from approval processes to update those field values during submission and approval.
Full Answer
What is an approver in Salesforce?
The approver can approve or reject an approval request within the Salesforce CPQ Advanced Approvals package. An approver record can represent either one user or a user group.
How do I set up an approval rule in Salesforce?
Define your field-level security, and then save your field. Go to your approval rule, and click Edit Layout. From Setup, enter Objects, and select Objects. Select Approval Rule, and then select Approval Field. In the Values list, click New.
How to restrict the submitter to approve the request?
To restrict, submitter to approve the request follow this steps: Create two text fields to capture submitter and approver's id. Create field update from approval processes to update those field values during submission and approval.
How do I delegate approval requests to another user?
Choose a user to receive another user’s approval requests over a predefined time period. Delegated approvers are helpful when the original approver can’t respond to approvals, such as during a vacation. In the Delegated Approver field, enter the user record of the user you want to delegate.
How do I remove a user from an approval process in Salesforce?
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.
What is required to make a user an approver in the approval process?
a)The user must be in the same role as the approval submitter in the role hierarchy. b)The use must opt in to receive email alerts when an approval is requested. c)The user must have read permission for the object in the approval process. d)The user must be set up as a delegated approver.
Can delegated approver reassign approval requests?
Delegated approvers can't reassign approval requests; they can only approve or reject approval requests. Note Internal Salesforce users are listed by and can be added using the Delegated Approver lookup field.
How do I give access to approval process in Salesforce?
From Setup, go to Users | Profiles.Click the name of the profile that you want to have access to on-site approvals.Click Object Settings.Click your approval object.Click Edit, then select the object permissions: Read. ... Save your work.
Who can be approver in approval process Salesforce?
In Approval process Step 6. Specify Initial Submitters, admin can define who can submit for approval. We have option for the submitter: Record Owner, Record Creator, Public Groups, Role, Role and Subordinates, or specific User. This mean the Manager who approve could be Record Owner's Manager or Submitter's Manager.
How do I change approver in approval process in Salesforce?
The user has been populated in the approval's Assigned To field.From an approval record with a Requested status, click Reassign. Advanced Approvals shows the Reassign page.In Reassign To, provide the user record for the new user who approves the requested record.Click Reassign.
How can you control whether the delegated approver of the manager can also approve reject the approval request?
Go to the delegate approver User's detail page and click on Edit. Change the Receive Approval Request Emails pick list to if I am an approver or delegated approver. This will allow the delegated approver to get an email sent whenever there is a record in the approval process for which he is the delegated approver.
How does delegated approver work in Salesforce?
Choose a user to receive another user's approval requests over a predefined time period. Delegated approvers are helpful when the original approver can't respond to approvals, such as during a vacation.
What is approver settings Salesforce?
Approval processes that let users select an approver manually also let users select themselves as the approver. You can assign an approval request to the same user multiple times in a single step. However, Salesforce sends the user only one request.
What is related user in approval process Salesforce?
Assigned To : Related User - on Worflows and Approval Process Tasks. Just like in an Approval Process, we can assign an Approval Step to a Related User of the submitted record. E.g. a user lookup field on Account Object can be selected while defining whom the Approval Step should be submitted.
How do I create a custom approval process in Salesforce?
Create an Approval ProcessFrom Setup, enter Approval in the Quick Find box, and then select Approval Processes.In Manage Approval Processes For, select Opportunity.Click Create New Approval Process | Use Jump Start Wizard. ... Configure the approval process. ... Save the approval process.More items...
How do I create a dynamic approval process in Salesforce?
The steps for dynamic approval routing are:Create lookup fields on the object being approved.Create a custom object that will be used as an approval matrix.Populate the approval matrix.Create Apex code to fill in the lookup fields on the record, from the approval matrix.