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Can you reorder the steps of an Approval Process in Salesforce?
Can you reorder the steps of an Approval Process in Salesforce?
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5 Replies
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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.
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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.
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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.
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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
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