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DaleCThomas Stuck: Routing Records with Approvals Challenge
Challenge: https://developer.salesforce.com/trailhead/force_com_declarative_beginner/business_process_automation/approvals
Step: Upon entering the approval process, set the Type field to 'Pending' and lock the record.
When I try and create this step above and type the field to Pending I notice the Approval is for the Opportunity object not the Account. I am sure this is a simple issue but I can't figure out how to approve the Account and not the Opportunity.
Step: Upon entering the approval process, set the Type field to 'Pending' and lock the record.
When I try and create this step above and type the field to Pending I notice the Approval is for the Opportunity object not the Account. I am sure this is a simple issue but I can't figure out how to approve the Account and not the Opportunity.
If you have selected 'Account' as the object to set the Approval process it shouldn't happen so.
In case you have already created the initial steps and are going back again from the Approval Process main page to edit this particular process, check if the "Manage Approval Processes For: " dropdown has 'Account' selected in it. Maybe 'Opportunity' is selected in it and hence you are observing the above behaviour.
Hope this helps.
Thanks & Regards,
Lakshmi.
All Answers
If you have selected 'Account' as the object to set the Approval process it shouldn't happen so.
In case you have already created the initial steps and are going back again from the Approval Process main page to edit this particular process, check if the "Manage Approval Processes For: " dropdown has 'Account' selected in it. Maybe 'Opportunity' is selected in it and hence you are observing the above behaviour.
Hope this helps.
Thanks & Regards,
Lakshmi.
I am stick on the following Step: Upon entering the approval process, set the Type field to 'Pending' and lock the record.
Initial Submission Actions is NOT setting Type field to 'Pending'
What am I doing wrong?
Thanks!