Apex Code Development You need to sign in to do that
Don't have an account?
Mohsin Wadee 17 Process Automation Specialist Superbadge step 5
Good day everyone, this is my second attempt at Step 5 and everything works until I call the Approval process in Process Builder.
The Approval process works too, but I can't get Process Builder to action the Robot Setup record creation - I've tried it as an invocable process and a normal record creation within Process Builder.
Thing is this worked until I called the Approval Process within PB. Any ideas?
The Approval process works too, but I can't get Process Builder to action the Robot Setup record creation - I've tried it as an invocable process and a normal record creation within Process Builder.
Thing is this worked until I called the Approval Process within PB. Any ideas?
All Answers
I completed this superbadge while ago and I don't remember what exactly caused the issue. Please find the screenshots of my process builder and approval process.
I am not sure if I should send notifications to "Finance Team" if the account type is "Customer - Channel". In the video, she just says "Customer" account. But does not clarify if it is "Customer - Channel" or "Customer- Direct". What did you guys do?
Thanks,
https://www.youtube.com/watch?v=4M0Qezqiyz4&list=PLQf_Kv-dMRBIcwQjKiu__-v1ceZxDEpiW
and
https://www.youtube.com/watch?v=MTWGmhdgYnA&list=PLQf_Kv-dMRBJNdXFH44hPImsHY47yaG12&index=2
Apart from the basics, I found only the items to be tricky, so pls take extra caution on these:
Assign Task to Account Owner - This should be the parent Account's OwnerID value
Assign Task as child of Account (not Opportunity) - assign AccountID instead of OpportunityID
Approval process -
Initial Submission section - Update Stage to "Awaiting Approval" (this is tricky and not explicitly mentioned anywhere - pls remember the opportunity has to cross through all stages of the lifecycle)
Approval Step - Update field to "Closed Won"
Rejection Step - Update field to "Negotiation/Review"
Final Approval Step - You should turn on the Approval__c flag also (Remember you have a validation rule created in previous challenge step that will not allow to save Closed Won opportunities without this flag on)
Happy superbadging and have fun!
Regards,
Venkat.
I spent an hour completely confused as to why my flow kept throwing the error, "Error Occurred: No applicable approval process was found." It was because I never activated the approval process. Oh my, such a simple mistake. :)