Member. How to query to check to whom my record is assigned for approval ? For example, when an employee creates a time-off request, have Salesforce automatically send an approval request to the employee’s manager. Member. Click "Next" button. July 13, 2020 at 10:42 am. July 13, 2020 at 4:05 pm. Note: Before submitting your approval process, you have set a record that fulfills your approval process entry criteria. SELECT Id, (SELECT Id, StepStatus, Comments FROM Steps) FROM ProcessInstance This query will query all Approval process and it's Steps Steps is the childRelationshipName for ProcessInstanceSteps 2. After reviewing the search results to your query, you will find your way to a Salesforce help link: Fields Available for Approval History Reports This promises to … Shweta. We can not modify the record created in ProcessDefinition Object. Process Builder information is under the Flow section. I mean, using query, can we find out actual approver, Assigned to and status as Pending....etc. In this example, I am using an Approval process that executed when opportunity amount is greater than 10,000 also use a custom picklist that contains user-defined steps to submit an Approval process. Enter Workbench in Google & Login to workbench > Jump to: Metadata Types & Components > Choose a metadata type to describe and list its components: Flow > Click on Components folder for a list of Process Builders > Click on Process Builder to find the details. that are already present in Approval ... Click "Create New Approval Process" button and click "Use Standard Setup Wizard" link. Go to Setup --> Create --> Workflow & Approvals --> Approval Processes. Deepak. Maybe you could consider making this a two-step approval process, with each step set to FirstResponse, and adding all 5 members to both steps in the approval process. There isn't an option for 2 members to approve an approval step. But we can describe, query, search and retrieve the approval processes information. Can we query approval process in Salesforce? Query to ProcessInstance (04g) will give you Status of approval, together with the date/time of when approval submitted and user submit it, see CreatedDate and CreatedById field. Dynamic Approval Process in Salesforce using Apex and Trigger. An approval process is a combination of steps for a record to be approved and the person has to approve it each step. Ex: you have an approval process on an opportunity when the amount is greater than 500 the opportunity requires an approval. In an approval process, you specify: The steps necessary for a record to be approved and who approves it at each step. Salesforce approval process is an automated process which automated way of submitting a record for approval. Approval Process in Salesforce is an automated process that automates how Salesforce records are approved in your org. Create the opportunity test data as per the approval process criteria and query the process instance object data and use the assert methods to verify the values. An approval process automates how Salesforce records are approved in your org. Enter a name and description for your new approval process. Salesforce: Approval Process status (2) Last year, I blog about how to get Approval Process status using SOQL query to ProcessInstance object, see this blog . 5. ProcessInstance: - Single instance for accessing the end-to-end Approval process - eg: 1. Query Approval Process in Salesforce 1. Multiple approvers for Approval process in Salesforce 1. Approval Process in Salesforce is a combination of steps for a record to be approved/rejected either by a user, queue or public groups. FirstResponse - approval or rejection based on the first approver's action. 4. Automatically send an approval process on an opportunity when the amount is greater than 500 the requires. 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