Comments on: Dynamic Approval Process in Salesforce using Apex and Trigger

By: Milos

Milos — Fri, 17 Jun 2022 13:55:49 +0000

Hi, can I send approval process to external user. If I can, which ID I need to enter?

By: Lata Mahore

Lata Mahore — Mon, 06 Jun 2022 15:32:20 +0000

Hi Jitendra,
I want to Customize Reassign Action. Please help me how do I do that?

By: KSkumar

KSkumar — Wed, 27 Oct 2021 10:35:54 +0000

We are sending an mail for the opp is approved or rejected
In Approval history,
Assigned to is == actual approver,
the both feilds should be same name How will write the code using apex ?

By: Santhiya Durai

Santhiya Durai — Wed, 06 Oct 2021 05:17:10 +0000

How can I use Advanced Approvals in Process Builder?

By: Ihor

Ihor — Tue, 27 Jul 2021 15:19:49 +0000

I am not sure that someone didn’t mention it earlier, but submitting for approval is a DML statement and you will exceed DML statements limit in case there will be 150+ records in a trigger.

By: Deep S

Deep S — Fri, 11 Dec 2020 07:05:24 +0000

In reply to JitendraZaa. Can we use custom Assigned to field(which contains queue and other 3 users to reassign it to themselves) ?

By: Deep S

Deep S — Thu, 10 Dec 2020 18:29:33 +0000

Hii, please reply, I really need a reply on this. My requirement is, I need to update record status field to “In Process” whenever record submitted for approval is reassigned from Queue to any specific person. I have written an apex class on this but I need to call it using trigger on ProcessInstance object which is impossible. So, seeing your post, I am thinking, is it possible ?

By: Vineet

Vineet — Thu, 20 Aug 2020 16:49:22 +0000

Hi Jitendra

I have one scenario, pls check below

On Account, I have an approval process. and it’s multistep approval.
Let’s assume its a 2 step approval.
but in the approval steps, No approvers are mentioned.
for the approvers, we are not having user lookups on Account but
We have an Account Role object (Child of Account) from where approvers will be picked up dynamically based on the role (field on the object level) of the user.

Now suppose in the Account Role we have 3 users (3 records which contains user with the role) with the role Manager so in that case, approvers in the “first step” will be these 3 users and any of them can approve the record, and once approved the record will go in the next step to be approved.

Now I want to assign approvers dynamically in each step of the approval as explained in the above scenario.

Can I call the same defined approval in apex and then in apex set the approvers for different approval steps and fire the approval??

Any suggestions would be appreciated.

By: Shubham Sharma

Shubham Sharma — Tue, 14 Apr 2020 07:40:03 +0000

it is not working without giving modify all permission on object level

By: Praveen

Praveen — Wed, 25 Mar 2020 08:08:46 +0000

Hi ,My requirement is to customize reject button to show picklist field,provision to select user a reason of rejection and save the record.How we can do only for rejection.