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Abhishek RayAbhishek Ray 

Approval Process

Hi,

 

I have a problem in approval process. The problem, I have a approval process which works like this (1)SM->(2)VP->(3)SVP->(4)SO (These r the hierarchy). Now this is a regular process. But sometimes it happens that SVP become SM for some user i.e. Suppose A= Sales Rep (who creates opportunity), B = SM, C = VP , D = SVP E=SO, so it follows noraml process but sometimes B creates the opportunity, now B = Sales Rep, C=SM, D = VP, so I created a bypass rule when SVP becomes VP in approval process, it can bypass SVP level becaz actually SVP is now approving in VP.

 

OK now I have created this bypass rule based on workflow field update on Createdby. Approver, Createdby.Approver's Approver and so on for different level. Now I have another field Oppo Owner which is changeble field. So one is actually creator pf oppor but the the Oppor Owner can be different. Here where the approval process bypass rule messed up. Now when Oppor Owner is changed, my bypass rule doesn't give an option to select the formula based on Oppor Owner Approver i.e OpptyOwner. Approver instead of Createdby.Approver. Any solution for this problem? The oppty owner is a lookup field.

 

Thanks