Table of Contents
How do I remove approval process records?
Active approval processes can’t be deleted. Before deleting an approval process, make sure it is inactive and that no records have been submitted for approval. If any records have been submitted, delete them and remove them from the Recycle Bin.
How do I get rid of submit for approval button from approval history in Salesforce?
Create a new Page Layout and remove the Submit for Approvals button. Use the existing layout with the Submit for Approval button and create a new layout without it. You should now have 2 layouts: One with the Submit for Approval Button and one without. Two new Record Types are needed.
How do I change the approval page layout in Salesforce?
Set Up Page Layouts for Advanced ApprovalsOn your object’s page layout, add the Submit for Approval, Recall Approval, and Preview Approval buttons.On your object’s page layout, add the Approval related list.On your Approvals page layout, add the Approve button and the Reject button.More items…
Can we remove reassign button from approval process Salesforce?
There is no option to remove the reassign link for the approval section.
How do I make approval comments mandatory Salesforce?
Here are the steps to make this possible: Create a new picklist field on your approval process object called “Approval Comment Check”. … Create a new workflow field update action, call it “Approval Comment Required” and configure it so that your new Approval Comment Check field is updated to the “Required” value.More items…•
How do I create a custom approval button in Salesforce?
Create an Approval Process. Entry Criteria: Submission: Approval Status – equals – Pending. Next Approver: Determined by: Manager. … Add an Approval Step. All records, approved by submitter’s manager. … Final Approval/Denied Actions. Field Update: Update “Submission: Approval Status” field to “Approved”
What is approval page layout?
The approval page is where an approver responds to an approval request. Customize which fields appear on that page and in which order. This page is used only for this approval process.
What is ProcessInstanceWorkItem?
ProcessInstanceStep represents a step instance in an approval process (ProcessInstance) on which users has already acted and ProcessInstanceWorkItem represents a step instance in an approval process(ProcessInstance) on which is pending and users has to perform some action next on it.
How do you add a field to the approval process?
From Object Manager in Setup, select the object you created for manager approvals. Click Fields & Relationships | New. Create these fields, then add them to the page layout for the object you created for manager approvals….On separate lines, enter:Request not submitted.Request submitted.Approved.Denied.
How do I remove reject button in approval process in Salesforce?
Uncheck ‘Modify All’ permission for that particular object on the profile level to hide Approve/Reject button on the approval history. For the ‘Recall’ button, disable ‘Allow submitters to recall approval requests’ under Submission Settings in your approval process.
Who can recall approval process Salesforce?
Currently, if you allow an approval request to be recalled, only the person who submitted the approval request or an admin can do the recall.
How do I reassign an approver in Salesforce?
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.