Troubleshooting Guide

this guide helps you diagnose and resolve common issues with approvals pro submission issues submit button not visible symptoms submit for approval button doesn't appear on record page possible causes & solutions cause solution component not added to page edit lightning page, add submitbutton component missing permission set assign approvalspro submitter user permission set no active process for object create and activate an approval process process entry criteria not met review process level entry criteria no approval process found no approval process found error symptoms error appears when clicking submit possible causes & solutions cause solution no active process exists create and activate approval process for this object process entry criteria not met check record meets process entry criteria wrong object configured verify available objects setting on process process order issue check process order values record cannot be submitted record cannot be submitted error symptoms validation error when attempting to submit possible causes & solutions cause solution required field missing complete all required fields validation rule failing address validation rule requirements process entry criteria record doesn't meet submission criteria record already pending check if already submitted (recall first) record won't lock symptoms record can still be edited after submission possible causes & solutions cause solution lock setting not enabled enable "lock record after submit" on process apex locking not enabled enable in setup → process automation settings user has unlock permission review permission set assignments approver issues "no approver found" error symptoms submission fails with approver lookup error conflict email sent to admin possible causes & solutions cause solution manager field blank populate user's manager field lookup path incorrect verify lookup path syntax user inactive ensure approver user is active group empty add members to the approver group quick fix configure a conflict approver email template to notify admins when this occurs wrong approver assigned symptoms approval goes to unexpected person possible causes & solutions cause solution lookup path wrong check field path (e g , owner managerid vs createdby managerid ) matrix cell incorrect review matrix row/column definitions multiple processes check which process is running (process order) criteria overlap review step entry criteria group approver not working symptoms group members don't see pending approvals possible causes & solutions cause solution wrong group name use developername (api name), not label group is empty add users to the public group users inactive ensure group members are active permission missing assign approver permission set to group members finding developername go to setup → public groups find your group note the "group name" (this is the developername) delegation not working symptoms approvals not routing to delegate possible causes & solutions cause solution delegation dates wrong verify start/end dates are current delegation inactive activate the delegation batch job not scheduled schedule reminderscheduler job delegate user inactive ensure delegate is active user process flow issues all steps skipped symptoms record auto approves without any steps possible causes & solutions cause solution no step criteria met verify step entry criteria thresholds "skip if not applicable" review if all steps have criteria that weren't met entry criteria too restrictive broaden step conditions steps not sequential symptoms steps trigger in wrong order or simultaneously possible causes & solutions cause solution missing dependencies set "depends on" for each sequential step parallel paths configured review path dependencies step order issue verify step order within path path not activating symptoms expected path doesn't run possible causes & solutions cause solution path entry criteria not met check path conditions path dependency not complete verify dependent path finished path inactive activate the path "skip if not applicable" disabled enable to allow other paths to continue process stuck pending pending symptoms record stays pending indefinitely possible causes & solutions cause solution approver not responding send reminder or reassign approval task missing check approval records were created circular dependency review path/step dependencies error during processing check debug logs email notification issues emails not sending symptoms approvers don't receive notification emails possible causes & solutions cause solution template not configured set email templates on approval process user email invalid verify approver email address email deliverability check organization wide email settings spam filter have users check spam folders email send limits review salesforce email limits email content missing data symptoms merge fields show as blank possible causes & solutions cause solution wrong merge field name verify field api names field not accessible check field level security related field not populated ensure related records exist reminder emails not sending symptoms no reminder emails for aging approvals possible causes & solutions cause solution job not scheduled schedule reminderscheduler job failing check apex jobs for errors reminder template missing configure reminder email template performance issues slow page load symptoms quote/opportunity pages load slowly possible causes & solutions cause solution complex process entry criteria move aggregations to step level too many variables optimize variable filters large number of line items add filters to limit aggregation scope submission timeout symptoms submit action times out possible causes & solutions cause solution complex approval logic simplify process structure many line items optimize aggregation queries external callouts review any integrations matrix issues matrix cell not matching symptoms record doesn't match any matrix cell possible causes & solutions cause solution value outside ranges add catch all row/column row/column order wrong put specific conditions first field value mismatch verify exact field values matrix returning wrong approver symptoms matrix matches wrong cell possible causes & solutions cause solution overlapping conditions make row/column criteria mutually exclusive evaluation order rows/columns evaluated top to bottom, left to right incorrect cell configuration verify approver in correct cell recall/resubmit issues cannot recall symptoms recall button not visible or disabled possible causes & solutions cause solution recall not enabled enable "allow to recall" on process approval already complete cannot recall completed approvals missing permission verify user has submitter permissions resubmit not working symptoms cannot resubmit after rejection possible causes & solutions cause solution resubmit not enabled enable "allow to resubmit" on process status field not reset verify on reject status value smart approval not honoring prior decision symptoms requires re approval even when conditions improved possible causes & solutions cause solution feature not enabled enable "remember approval decision" on step field changes not validated enable "validate field changes" on conditions different process triggered check process selection logic integration issues flow/process builder integration symptoms automation not triggering approval possible causes & solutions cause solution wrong invocable action use correct approvals pro action missing parameters provide all required inputs permission issues verify running user has permission api integration symptoms api calls failing possible causes & solutions cause solution authentication error verify api credentials object permissions check api user has access field level security verify field access diagnostic steps check approval request record find the related approval request record review status field check related approval records review any error messages review debug logs enable debug logging for the user reproduce the issue analyze the debug log for errors look for approvals pro class names verify configuration open the approval process walk through each path and step verify entry criteria test approver lookups manually getting help if you cannot resolve an issue document the exact error message note the steps to reproduce capture relevant record ids review debug logs contact nue support with this information related guides faq docid\ relcvm0ggisy7rghm2jml frequently asked questions admin guide docid\ n2 lmbwmcfvdfb30klk r administration reference configuration reference docid\ kcmpddjgungd5jvuo8ngj all settings need more help? contact nue support