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Process Automation Routing Records with Approvals - Type Value error
I've read through all the threads on this subject, and believe I did everything right. The correct values were added to Account Type. I get the following error every time:
I've set the criteria to be Type=Prospect, and employees>500. Here is my overall setup:
For the submission, I set the type field to update to Pending and have it locked:
The approval is set to type Customer, and unlocked:
And for the rejection, I have it set to type Prospect, and set to unlock:
I'm at my wits end about this. Is there something I did wrong? Thanks in advance.
-Jeremy
I've set the criteria to be Type=Prospect, and employees>500. Here is my overall setup:
For the submission, I set the type field to update to Pending and have it locked:
The approval is set to type Customer, and unlocked:
And for the rejection, I have it set to type Prospect, and set to unlock:
I'm at my wits end about this. Is there something I did wrong? Thanks in advance.
-Jeremy
For the Step 1:
No need to add the Criteria again.
Also look into below information:
Entry Criteria:
(Account: TypeequalsProspect) and (Account: Employeesgreater than500)
And you need to create three workflow field update to set Type field
1) On Initial Submission Actions to set Type field Pending
2) On Final Approval Actions to set Type field as Customer
3) On Final Rejection Actions to set Type field as Prospect
Please add three picklist "Pending" , "Customer" and "Prospect" in Account Type field.
Please follow the below posts along with the screenshots:
https://developer.salesforce.com/forums/?id=906F0000000BPe5IAG
https://developer.salesforce.com/forums/?id=906F0000000BMODIA4
https://developer.salesforce.com/forums/?id=906F0000000BFpcIAG
https://developer.salesforce.com/forums/?id=906F0000000B32GIAS
https://developer.salesforce.com/forums/?id=906F0000000B23cIAC
Please do let me know if it helps you.
Regards,
Mahesh
Glad that it helps you. Once after your varification, please mark it as solved so that it will be helpful to others in the future.
Regards,
Mahesh