Unable to delete or add Approval Process Step.
- Click Your Name | Setup | Create | Workflow & Approvals | Approval Processes.
- Find the approval process.
- Deactivate this Approval Process.
- Use the “Clone” button (from the approval process detail page) to create a new similar inactive one.
- Then use the “Delete” link for Step 2 before activating that process.
- Once the approval is completed activate it again.
How do I delete an approval process?
You will have to delete any records that have been in the approval process and remove them from the recycle bin. Then deactivate the approval process. The you may be able to delete it. At one point you could not ever delete it IIRC but the current docs are unclear and seem to indicate it is possible.: Active approval processes can’t be deleted.
How do I add or modify approval steps after the approval process?
Administrators are unable to add or modify approval steps after the approval process is activated. This is the expected behavior for the approval process. Click Your Name | Setup | Create | Workflow & Approvals | Approval Processes. Use the “Clone” button (from the approval process detail page) to create a new similar inactive one.
How do I create an inactive approval process?
This is the expected behavior for the approval process. Click Your Name | Setup | Create | Workflow & Approvals | Approval Processes. Use the “Clone” button (from the approval process detail page) to create a new similar inactive one.
How do I delete an approval request in Salesforce?
Remove Pending Approval RequestsFrom Setup, enter Mass Transfer Approval Requests in the Quick Find box, then select Mass Transfer Approval Requests.Search for the approval requests that you want to remove.Select Mass remove records from an approval process.Add comments.More items…
Can we delete record using approval process?
Executive” tries to delete a record of an object ,it cannot be deleted unless this action is approved by the “Manager” above in the hierarchy.
What happens when you deactivate an approval process Salesforce?
If you want to clean up old approval requests—such as to delete an approval process—remove them from your Salesforce org. After approval requests are removed, the associated records are unlocked and removed from all approval processes, so they no longer appear on the approver’s list of pending approval requests.
Can we edit approval process in Salesforce?
After an approval process is activated, you can’t add, delete, or change the order of the steps or change its reject or skip behavior, even if the process is inactive.
What is approval process in Salesforce?
An approval process automates how records are approved in Salesforce. An approval process specifies each step of approval, including from whom to request approval and what to do at each point of the process. Example. Your org has a three-tier process for approving expenses.
How do I auto approve approval process in Salesforce?
How to Deploy Approval Process in Salesforce?Click on Setup => Create => WorkFlow and Approval => Approval Process or go to Quick Find and search Approval Processes. … Click on Create New Approval Processes and choose Use Jump Start Wizard.More items…
Can you add approval step 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 step’s criteria.
How do you deploy approval process?
Need help deploying approval processes in Salesforce?…Jump into your live production orgGo to setup area and in the search type ‘change sets’ and click ‘inbound Change Sets’You should see your change set under ‘Change Sets Awaiting Deployment’ … Click on the name of your change set.More items…
How do you add multiple approval steps in Salesforce?
Multiple approvers for Approval process in SalesforceGo to Setup –> Create –> Workflow & Approvals –> Approval Processes.Select the object to create approval process.Click “Create New Approval Process” button and click “Use Standard Setup Wizard” link.Enter a name and description for your new approval process.More items…
How do you deploy approval process in Workbench?
On the Workbench main menu, select Migration > Deploy. Click Choose File and select the Workbench Approval Zip file you downloaded earlier….Load the approval processRollback on Error: selected.Test Level: RunSpecifiedTests.Run Test: QualityTest. (Note: “QualityTest” is all one word.)