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Andrew B 1
Create an approval process that validates when a Prospect Account becomes a Customer. - Entry Criteria?
I am stuck on the Process Automation Trailhead - Customize How Records get Approved with Approvals:
"Create an approval process that validates when a Prospect Account becomes a Customer."
I did everything in the notes before trying the challenge.
I started a new Approval Process under Account as I believe the instructions mention. I am not sure what is wanted for the "Specify Criteria" section as I don't see it being asked for in the Challenge, but it seems to be a field that wants to be filled out? Please help!
You should add more values for Picklist: Customer and Pending.
Regards,
I have given the steps for complete the challenge.
First of all you have to add two values into Account >> Type Picklist.
Click on Type and Add two values>> Customer, Pending
Save it. Now Create new approval process give the name ''Approve New Account".
Set the Criteria as following.
Once Entry Criterial defined, come the Action. on Initial Action set the action accordingly..
Save it.
Add the action on Final Approval action accordingly..
Save it. On Final Rejection Action set the action...
Dont forget to Select Approver as Automatically Assign to approver(s). else thrown an error.
I hope it will help you to complete the challege. :-)
The assignment in the same page refers to Account object.
I was stuck at this exercise for more than a day. I guess I missed the 101.
When an 'Approval Process' is created make sure you selected the object that you want to manage the approval processes first.
Happy clicking!!
step 1: Create picklist in Account object-
Step 2: Create Approval process-
- Select Approver -> Automatically assign to approver(s) -> enter your name (Use search icon to find your name.) -> save.
Step 3:step 4:
step 5:
- Final Rejection Actions -> Add new ->field update
- Enter name as Account Type To Prospect -> Field to update as Type -> A specific value as Prospect-> save
Step 7:- Activate
And we are done!!I hope the answer helps. Happy learning!!!