#Approvals User0 discussing

Hi All,

We have a problem - when the record was selected for approval - First level of approval is going to the Manager - Once Manager approves the record - Second level of Approval is manually choosen by the Manager and he - himself can assign to him and approve the record.

So we need to restrict the manager to add himself as a approver for the second level of approver.

let me know if anyone is having Idea on this ??

#ApprovalProcess  #Approvals User  #Salesforce Developer  #Salesforce Admin  #Salesforcecommunity  #Salesforce Developers

I have two approval processes that need to be on an opportunity.

1 -  if a checkbox (service checkbox) is true, send approval processes to x employee for approval.

2 - if an approval process field contains (2.3 - 2.5) send approval process to x employee(s)for approval.  This is for pricing, discounts, etc.

I cannot seem to get both to work on the opportunity.  Some will have both, some will only have one selection that meets the criteria.

Any suggestions would be greatly appreciated.

#Advanced Approvals  #Approvals User

We are trying to Create a Case List View that will show a user which cases they need to approve.

This can include cases assigned to them or cases they are a part of an Approval Queue.

I can't find a good filter or field that will do this out of the box.

Any suggestions?

#Case  #List Views  #Approvals User

I'm using a standard Approval Process on Opportunity, I set up hierarchy fields on User to send it to the correct user, how can I skip a level in the hierarchy if the designated approver will not see emails/notifications?

I hope I was clear enough!

Thanks!

#Sales Cloud  #ApprovalProcess  #Approvals User

Is there any way to set up out of office dates in advance so that your delegated approver is assigned any approvals a user would have received while gone? I don't necessarily want the delegated approver to receive all approval emails unless the initial approver is out of the office.