In the approval process, there are 2 different business process to reject the process, via "Reject for Correction" and "Reject for Quarantine". When "Reject for Correction" is selected then we have to reset the Approval Status field, unlock the record and also allow user to re-initiate the process again.
Full Answer
How do I Turn Off the discount approval process in Salesforce?
Click Deactivate next to Discount Approval Process in the Active Approval Processes section. Now click on Discount Approval Process in the Inactive Approval Processes section. Click Save. Click Save. In the Final Approval Actions section, click Edit next to Record Lock.
How many times approval is auto rejected after field update?
But some time (1 out of 50-60 times) after the field update of the first approval next approval is auto rejected. But if i am again working with the same record i am not able to replicate it again. i have not added such criteria that if the criteria will not match for approval it should rejected or approved .
What is the difference between final approval and final rejection?
Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request and it moves to the final rejection state.
What is the difference between first approval and next approval?
First approval is called and after some field update again the next approval is called through trigger,the entire functionality is working like that. But some time (1 out of 50-60 times) after the field update of the first approval next approval is auto rejected.
How do I run a approval process in Salesforce?
Here is list of steps for approval process in salesforce :Setup -> Create -> Workflow and Approval -> Approval Process.Select object for approval process to be written.Click on Create New Approval Process.Select Standard Setup Wizard from drop down.Enter the Process name, Unique Name and description for your process.More items...•
When can you revise a rejected approval Salesforce?
You can revise a rejected approval at any time. By default, each approver in the approver chart receives your request again, even if they approved it previously.
How do you automate approval process in Salesforce?
Let's see how you do it.Click. and select Setup.From setup, enter Process Automation Settings in the Quick Find box and select it.Click the Process Automation Settings link.Make sure Enable Email Approval Response is selected.Set the Default Workflow User to your name.Click Save.
What are two final approval actions in an approval process Salesforce?
Final approval actions occur when all required approvals were obtained. A final rejection action occurs when an approver rejects the request and it moves to the final rejection state. An outbound message sends information to a designated endpoint, like an external service.
How do you configure an approve reject step to satisfy this requirement?
To configure an Approve/Reject step, you define who is assigned to the approval and how the case proceeds if the case is approved or rejected. To achieve this, you configure the Approve/Reject step routing and flow.
How do I reverse an approval 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.
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.
How do you trigger approval process from flow in Salesforce?
Step 1: Create an Approval ProcessClick Setup.In the Quick Find box, type Approval Processes.Clicks on the Create New Approval Process | Use Standard Setup Wizard button.Select the Campaign object for Manage Approval Processes For drop-down.Now create an approval process, as shown in the following screenshot:
Can a flow submit a record for approval?
Required Editions. Tip Before you begin, store the ID for the record that you want to submit for approval in a variable. In Flow Builder, add an Action element to your flow. In the Action field, enter Submit , and select Submit for Approval.
What is parallel approval process in Salesforce?
Parallel approval process allows specifying (upto 25) multiple approvers simultaneously. The approver setting could be set to unanimous or first action. In unanimous parallel approval process, all approvers must approve a request, before it is considered as 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.
What is the difference between workflow and approval process in Salesforce?
Workflow actions are Field Update,Email alert,Task alert and outbound message........ so u can any of action for workflow.so when ever work flow fires that action takes place. when ever an record submitted to Approval process,the record is going into locking state. if it is approved then it is in locking state forever.
Follow Along with Trail Together
Want to follow along with an instructor as you work through this step? Take a look at this video, part of the Trail Together series on Trailhead Live.
Introduction
The last steps in your discount approval process are creating final approval actions and final rejection actions. Final approval actions occur when all required approvals are obtained. Final rejection actions occur when an approver rejects the request and it moves to the final rejection state.
Set Up Approval Actions
First, get to work on the yeas, setting up approval actions, including an approval email notification:
Set Up Rejection Actions
And now for the nays. Set up for rejection actions, including a rejection email. (Hey—it’s better than a sticky note.)