Activity › Forums › Salesforce® Discussions › Can you reorder the steps of an Approval Process in Salesforce?

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  • Anjali

    Member
    July 30, 2018 at 1:25 pm

    Hi Shradha

    You cannot reorder approval steps once they are created, but you can set the step number when creating a new step. Which would allow you to insert a step in an existing Approval Processes, just be sure to get the numbering right.

  • Parul

    Member
    September 9, 2018 at 6:59 pm

    Hi Shradha

     

    Currently, it's not possible to re-order Approval Process steps, You cannot reorder approval steps once they are created, but you can set the step number when creating a new step .

     

    Thanks.

  • shariq

    Member
    September 15, 2018 at 10:54 am

    Hi ,

     

    You cannot reorder approval steps once they are created, but you can set the step number when creating a new step. Which would allow you to insert a step in an existing AP, just be sure to get the numbering right.

    Hope this helps.

  • Praveen

    Member
    August 12, 2022 at 8:08 am

    Hi, we cannot edit or reorder the SF Approval process step number. but while creating a new step if we give the existing step number, SF will rearrange the the steps based on new step number.
    Example: we have 5 steps in existing approval process and i want to add a new step in sequence 2. i create a new step with step number 2 and save. Now Approval process have new step added in seq2 and previous steps moved to 3,4,5,6 consequently.
    Hope this helps.

  • vishakha

    Member
    October 6, 2022 at 12:19 pm

    The only way to reorder a sequence of Approval steps is to delete one and recreate it, which can be very time-consuming. A mechanism for reordering, either by editing the step number or with a separate reorder option, is needed. Know more about the Approval process in Salesforce here: https://www.forcetalks.com/blog/requirements-for-approval-process-in-salesforce-all-you-need-to-know/

    Requirements for Approval Process in Salesforce - All You Need to Know

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