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Shannon Andreas 21 Issue with Newly Created Record Submit for Approval through Process Builder
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
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
Please check with below blog on how to automatically submit a record using process builder where a step by step explanation is given.May i suggest you to please check with below process step by step and let us know still if you face issues.
- https://automationchampion.com/2015/05/25/getting-started-with-process-builder-part-25-auto-submit-record-into-approval-process/
Please let us know if this helps.Regards,
Nagendra.
I am getting a similar error but it only happens when a paticular profile attempts to submit for approval.
When I attempt to do so successfully submits to the approval process but when a user without "modify all" on the object tries they are unable to.
Any suggestion why?
Cheers,
Brian