-
Can you reorder the steps of an Approval Process in Salesforce?
Can you reorder the steps of an Approval Process in Salesforce?
-
5 Replies
-
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.
-
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.
-
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.
-
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. -
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
Log In to reply.
Popular Salesforce Blogs
Salesforce Integration With Desktop Application
Triggering The Right Tab in The Salesforce Console From The Desktop Salesforce is giving bunches of incorporation capacities. The majority of them depend on APIs…
Integrating Salesforce with Accounting Solutions
With work from home becoming the new normal, companies are leveraging cloud-based technologies to make it easier for teams to access information from multiple devices.…
Navigation Service in Lightning Web Component | All You Need to Know
Use the navigation service lightning/navigation to navigate in Lightning Experience, Lightning Communities, and the Salesforce app. Only Lightning Experience, Lightning Communities, and the Salesforce app…
