How do I change approval steps in Salesforce?
You can add steps to an approval process only if it is inactive. From the approval process, click New Approval Step, and follow the wizard. Steps are executed in the order specified. Control which records are part of the approval step by setting the steps criteria.
How do I reassign an approval request in Apex?
You can reassign an approval request by updating the ActorID on the ProcessInstanceWorkItem object however - you CANNOT currently add comments as well. We have an Approval process to approve the Temporary DoA - but without comments - its a nightmare for reporting and cannot truly be implemented.
How do I reassign approver in Salesforce?
The user has been populated in the approvals 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 do I change the order of approval steps in Salesforce?
Workaround to reorder approval process steps Download the approval process to VS Code. Cut (CMD+X) the step. Save to server. Insert (CMD+V) the step. Save to server.
Can we create approval process for custom object in Salesforce?
Using Salesforces Setup Wizard, you go through the process step-by-step, entering relevant details as you go. Type approval into the quick search box, then select Approval Processes. Here, you can choose to manage approval processes for opportunities, and use the Standard Setup Wizard to create the approval process.
How to add a new approval step in existing approval process in Salesforce?
Add an Approval Step to the Approval Process From Setup, in the Quick Find box, enter Approval Processes , and then click Approval Processes. Select the approval process to which you want to add the approval step. Under Approval Steps, click New Approval Step. Enter a name for the approval step, and then click Next.
How do I create a custom approval button in Salesforce?
Create Advanced Approvals Buttons Create Visualforce pages for your buttons. From Setup, in the Quick Find box, enter Visualforce Pages , and then select Visualforce Pages. Click New. Create buttons and link them to your Visualforce pages. From Setup, in the Quick Find box, enter Objects , then select Objects.
Can an approver reassign approval requests?
The smaller group that will reassign the approval process will have to have Admin Privileges or its the Approver who has the right to reassign an approval request. They can reassign the approval to a different user using the advanced approval screen.
How do I customize items to approve in Salesforce?
Adding the Items to Approve list on the Salesforce Home page Navigate to Setup Customize Home Home Page Layout. In the Actions column, for the DE Default page layout, click Edit. In the Select Wide Components to Display section, select the Items to Approve check box and click Next. Click Save.
Can we edit the approval steps when approval process is active?
After an approval process is activated, you cant add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
