I dragged approval work item to the page layout for a customized object; Approval work item section worked well under my login which was assigned system administrator role. I can see all records there. But the user has visibility issue with these records. User is approver for these records. And User can see pending approval task in work guide section. But user can seee nothing in Approval work item section.
#Sales Cloud
Hi @Yi Wu
Admins can see everything in Salesforce, even things normal users are restricted from. So the admin sees all approval records, but the user only sees what their access allows.
That’s why the approval list looks different for them.
Here is what you can quickly check-
Firstly-Check user access (Profile)
Go to Profile → Object Settings
Make sure the user has Read access on the object.
Profile / Permission Set
Go to Setup > Profiles > [User's Profile] > Object Settings
Find Approval Work Items (or ProcessInstanceWorkitem),Verify Read permission is granted.
Approval Process Configuration
In Setup > Approval Processes > [Your Process] > Edit
Check the "Allow Approvers to Access the Record" setting — this controls whether the approval assignment itself grants record access ,find something like
"Automatically Grant Approvers Read or Read/Write Access to the Record Being Approved"
Hope this helps.
