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Sanjana RajasekarSanjana Rajasekar 

Approval Process - Help


Hi, I am working on a 3 step approval Process Where User's Manager will Approve the Record. The Process works If the Lower level role User has Manager and If It doesnt have Manager, It shows error  "This approval request requires the next approver to be determined by the Manager field"
Now the Issue is, If one of USER A submits the record for Approval, It's manager is CEO who is top of the role and will never have manager. The  ceo user should approve and the approval process should stop at that step.
In my case, It is throwing the above error If Ceo approves.
 
Need some guidance to overcome this issue.
 
Thanks In Advance!
SwethaSwetha (Salesforce Developers) 
HI Snajana,
> Can you modify the Approval Process Entry Criteria to include a condition that checks if the submitter's manager is the CEO. If the submitter's manager is the CEO, bypass the Manager field requirement and proceed to the CEO for approval?

>Alternately, you can make the CEO as delegated approver(Setup> Manage Users> users> CEO's user detail page>Enable Delegated Approver checkbox

Related: https://help.salesforce.com/s/articleView?id=sf.cpq_aa_delegate_approvers_task.htm&type=5


If this information helps, please mark the answer as best. Thank you 
Sanjana RajasekarSanjana Rajasekar
Hi Swetha,

Can you help  how to check If the Submitter's Manager is CEO and how to bypass the step?

Thanks