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Brian HegerBrian Heger 

Routing Records with Approval Processes Trailhead Issue!

I am trying to complete this trailhead challenge to set up the auto approval processes and am trying to complete the following:

"Upon entering the approval process, set the Type field to 'Pending' and lock the record."

I attempt to do this by selecting "Add New" in the "Initial Submission Actions" box and get to the following screen:

User-added image

If you see where I highlighted, I am unable to edit the Object from "Case" to "Account" in order to update the Type field to "Pending".

How do I fix this?

Thanks!
Amit Chaudhary 8Amit Chaudhary 8
On which object you created the Approval process ? Account or Case ?

Your Entry Criteria should be like below:-

(Account: Type equals Prospect) and (Account: Employees greater than 500)



 
Brian HegerBrian Heger
Yes - this is how I have my entry criteria defined.
Amit Chaudhary 8Amit Chaudhary 8
Please share the screen shot of your approval process.  
Brian HegerBrian Heger
User-added image
Amit Chaudhary 8Amit Chaudhary 8
It look good yo me. If you want i can look into your org. Feel free to connect with me on my email id "amit.salesforce21@gmail.com"