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Ayush Garg 7 process automation module
Challenge Not yet complete... here's what's wrong:
The process did not set the correct Type value on submitting for approval
Although I have correct values
The process did not set the correct Type value on submitting for approval
Although I have correct values
When an Account has the value of 'Prospect' in the Type field, a user will click the 'Submit for Approval' button to launch an approval process. The process will only happen if Type is 'Prospect' and there are more than 500 employees. Upon entry of the process, Type will become 'Pending' and be locked. If approved, Type will be set to 'Customer' and be unlocked. If not approved, Type will be set back to 'Prospect' and will be unlocked.
The Account object's Type field must have the following picklist values: Prospect, Customer, Pending. Before creating the approval process, verify the values in your Account object setup
The approval process name must be 'Approve New Account'.
When user click 'Submit for Approval', the approval must be processed if the Type field is set to 'Prospect' and the value of Employees is greater than 500.
Upon entering the approval process, set the Type field to 'Pending' and lock the record.
Normally the approver would be someone else. In this instance, assign yourself to be the approver.
If approved, set the Type field to 'Customer' and unlock the record.
If not approved, set the Type field back to 'Prospect', and unlock the record.
NOTE:- You added Approval Action Step which is wrong you need to ad only Final Approval Step.
Please cheeck below post for screen shot.
1) https://developer.salesforce.com/forums/?id=906F0000000BPe5IAG
Please check below three Field update and if possible then please remove Entry Criteria from Steps.
And you need to create three workflow field update to set Type field
1) On Initial Submission Actions to set Type field Pending
2) On Final Approval Actions to set Type field as Customer
3) On Final Rejection Actions to set Type field as Prospect
NOTE:- Please check your Final Rejection Actions to set Type field as Prospect
Please check below post for more help
1) https://developer.salesforce.com/forums/ForumsMain?id=906F0000000BBAyIAO
Please let us know if this will help
Thanks
Amit Chaudhary
Please check the below developer forum links related to the similar issue.
https://developer.salesforce.com/forums?id=906F0000000DEPtIAO#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=906F0000000BPe5IAG
https://developer.salesforce.com/forums?id=906F0000000DEPtIAO#!/feedtype=SINGLE_QUESTION_SEARCH_RESULT&id=906F0000000BQUGIA4
Hope this helps you!
Best Regards,
Jyothsna
I have already checked that post but no success. Also, I have tried adding them as final steps but still getting same error
I have tried all these links but no sucess.
If you want i can look into your confirgutaion in your developer account. Feel free to connect with me on my email id amit.salesforce21@gmail.com