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saran kumar 9 Quick Help
please explain me this
This approval process, called Approval for Package Deal, is available whenever the opportunity stage is Awaiting Approval, and it assigns approvals back to the opportunity owner. If the opportunity owner approves the discount, the opportunity record’s stage is set to Scheduled. Otherwise, set the stage to Negotiation Rejected.
i am stuck here for last 24hrs ...
here is what i understood
opportunity state is equal to awaiting approval
This approval process, called Approval for Package Deal, is available whenever the opportunity stage is Awaiting Approval, and it assigns approvals back to the opportunity owner. If the opportunity owner approves the discount, the opportunity record’s stage is set to Scheduled. Otherwise, set the stage to Negotiation Rejected.
i am stuck here for last 24hrs ...
here is what i understood
opportunity state is equal to awaiting approval
Then define 2 field updates
one for approval and the other for rejection to update the stage name accordingly.
i created a approval process
with rule criteria as stage equal to awaiting approval
tell me from here .....2 field updates ? how
This might give you some clues how to handle this.
There are 2 sections : Final Approval Actions and Final Rejection Actions, under that you can setup field updates (under the Add drop down)
Also, check below links for screenshots:
https://developer.salesforce.com/docs/atlas.en-us.fundamentals.meta/fundamentals/adg_workflow_approval_actions_try_it_out.htm
i am getting error
The 'Approval for Package Deal' approval process does not appear to be working properly. Please check the requirement to ensure your process is configured correctly.
This allows me to launch this process when the record changes (rather than from a Submit for Approval button).
I don't know if this is the correct answer, but it is the only way I could figure out to launch it on the record change but use the normal Approval mechanism to update the records properly. In my testing this does work when the record is updated to the proper values.
My suspicion is that if you don't make a process in Process Builder named exactly "Approval for Package Deal" it will fail the check because it won't find that process. You should probably be able to do the entire process with Process Builder, but I think it's easier to set up an approval process with the Approval tool.
More here (https://developer.salesforce.com/forums?id=906F0000000kGlyIAE).
You do not need to build a Process for this step, an Approval Process is sufficient and you can make it as basic as described.
Error in the Log:
EXCEPTION_THROWN [8]|System.DmlException: Process failed. First exception on row 0; first error: MANAGER_NOT_DEFINED, This approval request requires the next approver to be determined by the Manager field. This value is empty. Please contact your administrator for more information.: []
Simply create a dummy user and add that as the manager for your user.
The error displayed is: Challenge Not yet complete... here's what's wrong:
The 'Approval for Package Deal' approval process does not appear to be working properly. Please check the requirement to ensure your process is configured correctly.
These are some screenshots of what i did
Specifications of Fields Update
Also i set the Discount field to required and the default value to 0
Can someone help me? Thanks