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Process Builder error Record is currently in an approval process
I have created a process using the processor builder with the below criteria
If record type is X
and field X is false submit for approval
else
If record type is X
and field X is true submit for approval (different approval process)
The first criteria works but when setting field x to true i get (On creation)
This record is currently in an approval process. A record can be in only one approval process at a time.
If record type is X
and field X is false submit for approval
else
If record type is X
and field X is true submit for approval (different approval process)
The first criteria works but when setting field x to true i get (On creation)
This record is currently in an approval process. A record can be in only one approval process at a time.
1. Email
2. Submit for approval
3. Update Field
All Answers
1. Email
2. Submit for approval
3. Update Field
"Error Occurred: This record is currently in an approval process. A record can be in only one approval process at a time"
here are the points to note:
1. Makes sure none of the records are locked or in pending state
2. If you are doing bulk approval request, meaning calling multiple records for approval, then make sure NONE of them are in Pending status. RECALL all of them
For example:
I have created one picklist field called "Approval status" and there are three values Submitted, Approved, Rejected.
In the approval process, I have added initial steps action to set this picklist value to "Submitted". Approval process sets this picklist to "Submitted" as soon as the approval process starts.
In my process builder, I have taken one criterion in criteria node like Approval status not equal to "Submitted".
And it worked.
@piyush - wouldn't it just create less complication to actually only have
Start the process only when a record is created?