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Brian Heger
Routing Records with Approval Processes Trailhead Issue!
I am trying to complete this trailhead challenge to set up the auto approval processes and am trying to complete the following:
"Upon entering the approval process, set the Type field to 'Pending' and lock the record."
I attempt to do this by selecting "Add New" in the "Initial Submission Actions" box and get to the following screen:
If you see where I highlighted, I am unable to edit the Object from "Case" to "Account" in order to update the Type field to "Pending".
How do I fix this?
Thanks!
"Upon entering the approval process, set the Type field to 'Pending' and lock the record."
I attempt to do this by selecting "Add New" in the "Initial Submission Actions" box and get to the following screen:
If you see where I highlighted, I am unable to edit the Object from "Case" to "Account" in order to update the Type field to "Pending".
How do I fix this?
Thanks!
Your Entry Criteria should be like below:-
(Account: Type equals Prospect) and (Account: Employees greater than 500)