---
schema_version: "1"
id: f6b6716ad4df683adadc63423e287bfe5e80d8741be656c4f88da59f7889a4d3
title: Considerations for Classic Approval Process History Reports
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/approval_history_reports_limitations.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.approval_history_reports_limitations.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5fa93d0ac3aa30cb3c03f57becc9df9364bc6820eb883c6a07e1fb4bac946079
description: Understand the limitations and special behaviors when you create or view approval history reports, which provide a detailed history of classic approval processes and steps.
products:
  - Flow Builder
  - Salesforce Platform
release: "264"
---
# Considerations for Classic Approval Process History Reports

Understand the limitations and special behaviors when you create or view approval history reports, which provide a detailed history of classic approval processes and steps.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: both Salesforce Classic and Lightning Experience</td></tr><tr class="" id="approval_history_reports_limitations__d4750e54"><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions</td></tr></tbody></table>

![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-platform_automation-264-0-0-production-enus/60568438-ec7e-4665-acd1-7c80dcbe60d5/images/icon_important.png)

Important Try [Flow Approval Processes](https://help.salesforce.com/s/articleView?id=platform.automate_automated_approvals.htm&release=264.0.0&type=5 "As your company grows, so does the complexity of your approvals, often requiring input from multiple people in different departments across different time zones. This complexity can mean that you spend more time waiting for each person to complete their review in the right order. Flow Approval Processes helps you coordinate multistep reviews that involve users, systems, and conditional paths."), 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.

## Considerations for Approval Processes That Were Completed Before or Pending during the Summer '14 Rollout

When Summer ’14 became available for your organization, the approval history data was automatically populated for completed and pending classic approval processes. However, some approval history field values are never populated or are populated only after the classic approval process instance is next acted upon—such as when a user approves, rejects, or reassigns an approval request—after the Summer ’14 rollout. Additional exceptions apply to approval history data that is available only via SOQL queries of certain objects. See ProcessInstance, ProcessInstanceNode, ProcessInstanceStep, and ProcessInstanceWorkitem in the Object Reference for Salesforce.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:23.478260869565222%">
          <col style="width:76.52173913043478%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d230668e97">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d230668e100">When Fields are Populated</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e97 ">Process Instance</td>

            <td data-label="When Fields are Populated" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e100 ">
              <p>For classic approval process instances that were completed before the Summer
                ’14 rollout, all Process Instance fields are automatically populated, with one
                exception: <samp class="parmname">Completed Date</samp> is never populated for classic
                approval process instances that were completed before January 1, 2013.</p>
              <p style="margin-bottom:0;">For classic
                approval process instances that were pending during the Summer ’14 rollout, all
                Process Instance fields are automatically populated, with two exceptions:
                <samp class="parmname">Completed Date</samp> and <samp class="parmname">Last Actor: Full
                  Name</samp> are populated only after the classic approval process instance
                is complete.
              </p>
            </td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e97 ">Process Instance Node</td>

            <td data-label="When Fields are Populated" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e100 ">
              <p>Never populated for classic approval process instances that were completed
                before the Summer ’14 rollout.</p>
              <p style="margin-bottom:0;">For classic approval process instances that were
                pending during the Summer ’14 rollout, all Process Instance Node fields are
                populated only after the classic approval process instance is next acted upon
                after the Summer ’14 rollout.</p>
            </td>

          </tr>
        </tbody>
      </table>

## Considerations for the Sandbox Environment

If you copy approval history data to a sandbox, some field values are overwritten and don't reflect the actual approval history.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
        <colgroup>
          <col style="width:16.666666666666664%">
          <col style="width:15.666666666666664%">
          <col style="width:67.66666666666666%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d230668e164">Object</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d230668e167">Field</th>
            <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d230668e170">When an existing process instance or process instance node record
              is copied to a sandbox...</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" rowspan="2" style="vertical-align:top;" headers="d230668e164 ">Process Instance</td>

            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e167 ">
              <samp class="parmname">Submitted Date</samp>
            </td>

            <td data-label="When an existing process instance or process instance node record is copied to a sandbox..." class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e170 ">This value is overwritten by the date and time when the process instance record
              is copied to the sandbox.</td>

          </tr>
          <tr class="">
            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e167 ">
              <samp class="parmname">Submitter: Full Name</samp>
            </td>

            <td data-label="When an existing process instance or process instance node record is copied to a sandbox..." class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e170 ">This value is overwritten by the name of the user who copied the process
              instance record to the sandbox.</td>

          </tr>
          <tr class="">
            <td data-label="Object" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e164 ">Process Instance Node</td>

            <td data-label="Field" class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e167 ">
              <samp class="parmname">Step Start Date</samp>
            </td>

            <td data-label="When an existing process instance or process instance node record is copied to a sandbox..." class="slds-cell-wrap" style="vertical-align:top;" headers="d230668e170 ">This value is overwritten by the date and time when the process instance node
              record is copied to the sandbox.</td>

          </tr>
        </tbody>
      </table>

#### See Also

- [Fields Available for Classic Approval Process History Reports](https://help.salesforce.com/s/articleView?id=platform.approval_history_reports_fields.htm&release=264.0.0&type=5 "If you create a custom report type with Process Instance as the primary object and Process Instance Node as the related object, you can create approval history reports with various combinations of fields that enable you to view a detailed history of executed and in-progress classic approval processes and their individual steps.")
- [Classic Approval Process History Reports](https://help.salesforce.com/s/articleView?id=platform.approval_history_reports.htm&release=264.0.0&type=5 "If you create a custom report type for classic approval process instances, users can view the historical details of completed and in-progress classic approval processes and their individual steps.")