function readOnly(count){ }
Sign Up ›
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
Learn More

Browse by Topic
ShowAll Questionssorted byDate Posted
+ Start a Discussion
ajitvermaajitverma 

Process step name gets changed after approval

Hi All,

 

I have one approval process defined on one custom object. This process has three steps (Approval One, Approval Two and Approval Three) which have different entry criteria. All these steps are checked when user submits the record for approval and everything works fine. Problem comes only when record is submitted for approval and rejected and submitted for approval. Below is the exact use case.

 

  1. Sales Rep creates the record and submits for approval. (Approval steps is “Approval Two”)
  2. Approval criteria is matched for second steps (only) and request goes to approving authority. (Approval steps is “Approval Two”)
  3. Approving authority rejects the record. (Approval steps is “Approval Two”)
  4. Sales Rep modifies the record and re-submits for approval. (Approval steps is “Approval Two”)
  5. Approving authority approves the record. (Approval steps changes to “Approval One”)

After approval step is changed to the first one no matter if the original step was two or three. Also this happens only if the step is rejected. If the record is approved in first attempt. Approval step remains to original step.



Before Approval

Before Approval

After Approval

After Approval


Thanks for reading this all and any help is appreciated.


 

SabrentSabrent

when the Approval request is rejected, is that updating a field (eg: Status: Rejected)?

Seems like after rejection, the field update evaluates to true for entry into Step1 of Approval Process.