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How to Rewrite Approve Record For Free

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How do smart approvals affect the approval process?

Smart approvals let you streamline the approval resubmission process for your sales reps. When you enable smart approvals on an approval condition, Advanced Approvals compares the conditions tested field value during resubmission with the tested value of the previous submission.

Can you edit an approval process in Salesforce?

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.

What is approver settings Salesforce?

An approver is a user who receives approval request emails. 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.

Can you recall a rejected approval process?

Sometimes we might have an extremely complicted approval process, and yet once a record is approved/rejected, the only way to reverse that is to Resubmit it for approval.

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 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.

When can you revise a rejected approval?

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.

Can we remove reassign button from approval process?

Question answered by this article, in the form of a question. Simple answer using bulleted points or numbered steps if needed, with details, link or disclaimers at bottom. There is no option to remove the reassign link for the approval section.

What happens when a change request is rejected?

Rejecting indicates that the change wont be happening at this time, needs extensive additional planning or work, etc. Rejecting a change will fully close it and it cannot be opened or re-approved.

Can we edit approval process in Salesforce?

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.

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