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            Considerations for Chatter Post Templates for Approval Requests from Classic Approval Processes

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            Considerations for Chatter Post Templates for Approval Requests from Classic Approval Processes

            Keep these limitations and dependencies in mind when working with post templates.

            Required Editions

            Available in: both Salesforce Classic and Lightning Experience
            Available in: Enterprise, Performance, Unlimited, and Developer Editions
            Important
            Important Try Flow Approval Processes, a modern alternative to Classic Approval Processes. This new feature provides a more flexible, user-friendly flow-based interface, and it can trigger on record changes, supporting Apex extensibility and detailed logging for compliance and audit trails. It supports dynamic routing based on data and business rules, unlike Classic Approval Processes, which are tied to specific objects and offer limited support for processes by using conditions. With Flow Approval Processes, you can monitor submitted records and quickly identify bottlenecks, giving you unprecedented visibility into approval workflows. And, like Classic Approval Processes, Flow Approval Processes don’t consume automation credits or orchestration runs.

            Limitations

            • The associated object must be enabled for approvals and feed tracking.
            • If an approval post template is in use by a classic approval process, you can't delete it.
            • Chatter posts for approval requests only appear in Salesforce Classic. To respond to approval requests in Lightning Experience, users go to the Approval Requests tab.

            Dependencies

            • Deleting a custom field removes it from any approval post template that references it. Existing posts aren't affected. Undeleting the custom field restores it to the available fields list, but doesn't restore it to any approval post templates that previously contained it.
            • Deleting (or undeleting) a custom object also deletes (or undeletes) its associated approval post templates and any of its approval request posts that are already in Chatter feeds.
            • If you rename a custom object, approval post templates associated with it update accordingly.

            See Also

             
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