• Brian Regan 3
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Hello!

I have created an approval process on the case object as well as a process builder to automatically submit for approval.

User creates and saves the case (Status = New)
Process Builder should kick off and submit for approval.

The approval process has the following criteria:

RecordType = "Tour"; Status = New

Process builder uses the same criteria. The action is Submit for Approval, Does not override entry criteria.

When I save the case record, the process does not kick off with the above criteria.

Now, if I change the process builder to ignore the entry criteria, the process builder kicks off. However, I get tons of flow errors on cases that it should not have run for! I am assuming it is because there is no criteria being checked for record type. I do have this criteria, but chose to ignore. What is going on??

Thanks,

Shannon