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Akis Athanasiadis Create record after process approval
Hi there,
I have an approval process and I need when the process is approved to create automatically a new record.
I have checked several threads abou similar issues and everyone is telling this can be done with PB.
I had already done this but it doesn't fire automatically.
I have a checkbox named renewed in the renewals object where the process gets approved. This field is checked automatically when the process is approved. The new record doensn't get created. It gets created only if I edit+save the renewals records.
Any ideas on how to do that automatically?
I have an approval process and I need when the process is approved to create automatically a new record.
I have checked several threads abou similar issues and everyone is telling this can be done with PB.
I had already done this but it doesn't fire automatically.
I have a checkbox named renewed in the renewals object where the process gets approved. This field is checked automatically when the process is approved. The new record doensn't get created. It gets created only if I edit+save the renewals records.
Any ideas on how to do that automatically?
Sorry for this issue you are encountering.
May I suggest you please give a try by ticking "Re-evaluate workflow rules after field change" checkbox which should probably do the trick.
Please let us know if this helps.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
All Answers
Sorry for this issue you are encountering.
May I suggest you please give a try by ticking "Re-evaluate workflow rules after field change" checkbox which should probably do the trick.
Please let us know if this helps.
Kindly mark this as solved if the reply was helpful.
Thanks,
Nagendra
I found the problem. It was incorrect logical value configuration in the PB. I corrected it and it is resolved. The "Re-evaluate workflow rules after field change" was a great help though as it updates the record after update.