Administrators may encounter an error or notice missing options when attempting to add, edit, reorder, or delete steps within an active Approval Process in Salesforce. This behavior occurs because modifying steps in an active Approval Process is not supported. Salesforce enforces this restriction to preserve data integrity for any records currently in-flight through the approval workflow. This article explains why this limitation exists and how to work around it by cloning the Approval Process.
Salesforce does not allow adding, editing, reordering, or deleting steps in an Approval Process once it has been activated. This restriction exists to protect data integrity — any records currently in-flight through the approval workflow rely on the existing step structure to route correctly. Modifying steps mid-process could cause approvals to skip steps, route to the wrong approver, or fail entirely. To make structural changes, the Approval Process must first be deactivated. This is the expected behavior, the workaround is to clone the existing Approval Process.
To remove or add an Approval step:
Note: Active Approval Process cannot be cloned and needs to be deactivated first as described above. If you don't see "Clone" button, make sure it's deactivated first. This is a technical design to ensure the data integrity to prevent unintended changes to the in-flight approval requests.
Note:
000386954

We use three kinds of cookies on our websites: required, functional, and advertising. You can choose whether functional and advertising cookies apply. Click on the different cookie categories to find out more about each category and to change the default settings.
Privacy Statement
Required cookies are necessary for basic website functionality. Some examples include: session cookies needed to transmit the website, authentication cookies, and security cookies.
Functional cookies enhance functions, performance, and services on the website. Some examples include: cookies used to analyze site traffic, cookies used for market research, and cookies used to display advertising that is not directed to a particular individual.
Advertising cookies track activity across websites in order to understand a viewer’s interests, and direct them specific marketing. Some examples include: cookies used for remarketing, or interest-based advertising.