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Max Smith Different Approval Process by Opportunity Record Type
Hi All,
I'm trying to get a different approval process to kick off depending on the Record Type of the Opportunity. Besides Record Type, Stage = 'Closed Won' on the Opportunity is the other entry criteria. I thought that this would be as easy as selecting "Opportunity: Record Type ID" from the entry criteria on the Approval Process Entry Criteria page but I can't get this option to appear. Any help would be greatly appreciated.
As a side, this is in the context that I want a different email template to be used for each record type for a submitted opportunity. Because you can only select one email template per approval process, I am going off of the assumption that I just have to make several approval processes to do the same thing. The processes themselves don't look different, just the email template.
Thanks in Advance,
Max
I'm trying to get a different approval process to kick off depending on the Record Type of the Opportunity. Besides Record Type, Stage = 'Closed Won' on the Opportunity is the other entry criteria. I thought that this would be as easy as selecting "Opportunity: Record Type ID" from the entry criteria on the Approval Process Entry Criteria page but I can't get this option to appear. Any help would be greatly appreciated.
As a side, this is in the context that I want a different email template to be used for each record type for a submitted opportunity. Because you can only select one email template per approval process, I am going off of the assumption that I just have to make several approval processes to do the same thing. The processes themselves don't look different, just the email template.
Thanks in Advance,
Max
I have done something similer very recently. You do not need multiple approval process for that.
Create a Flow using process builder,
For emails,
At each step, check the Record type of the opportunity
Yes---- If Matching recordtype, in related action , add an email alert with appropriate Email template for Recordtype. (Also, add an action to submit the opportunity )
NO-- Go to the next process and do the check again, repeat for all record type.
You can put the stage check in approval process entry criteria.
Let me know if you have more questions.
Please select best answer if you like it. It will boost me to work harder here.
Thanks,
Anuj.
All Answers
I have done something similer very recently. You do not need multiple approval process for that.
Create a Flow using process builder,
For emails,
At each step, check the Record type of the opportunity
Yes---- If Matching recordtype, in related action , add an email alert with appropriate Email template for Recordtype. (Also, add an action to submit the opportunity )
NO-- Go to the next process and do the check again, repeat for all record type.
You can put the stage check in approval process entry criteria.
Let me know if you have more questions.
Please select best answer if you like it. It will boost me to work harder here.
Thanks,
Anuj.