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Chait_SFDC Approval Process - Urgent Help needed
I have a requirement where in when a user clicks on "Submit For Approval" I want 2 different steps to run so 2 different set of people can approve it. There are 2 ways I have tried and each has it's own problems.
Method 1:
Create 2 different approval processes : The problem with this is, only one approval process is firing. Let's say Manager approves the record, then my expectation was it has to check other active approval processes but it just stops. It only does another approval process if the user clicks "Submit for Approval" again.
Method 2:
I have created both the steps in the same approval process based on criteria. This time only one step is executing. After Approval in step1, it doesn't go to step 2 even though it satisfies.
Did any one encounter this issues? Suggestions please!
Method 1:
Create 2 different approval processes : The problem with this is, only one approval process is firing. Let's say Manager approves the record, then my expectation was it has to check other active approval processes but it just stops. It only does another approval process if the user clicks "Submit for Approval" again.
Method 2:
I have created both the steps in the same approval process based on criteria. This time only one step is executing. After Approval in step1, it doesn't go to step 2 even though it satisfies.
Did any one encounter this issues? Suggestions please!
In Method 1 I guess you are using Unannimous approval, that is why it skips the process after first approval.
In Method 2 I think you have not defined the steps correctly please re-assign the steps.
Please refer below links to understand Approval Processes:
http://help.salesforce.com/HTViewHelpDoc?id=what_are_approvals.htm&language=en_US
https://developer.salesforce.com/page/Approval_Processes
https://help.salesforce.com/HTViewHelpDoc?id=approvals_terminology.htm&language=en_US
Thanks
Vikash_SFDC