• Pallavi D 22
  • NEWBIE
  • 5 Points
  • Member since 2020

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 0
    Questions
  • 1
    Replies
Continue From Recent Post
For Criteria-3 Conditions are
User-added image
For Criteria-3 i invoked approval process
User-added imagehere my approval process design
User-added image
here my 
Entry CriteriaOpportunity: AmountEQUALS 100000
Record EditabilityAdministrator ONLY
Allow Submitters to Recall Approval Requests : unchecked
Approval Assignment Email TemplateSALES: Opportunity Needs Approval
Initial SubmittersOpportunity Owner

Initial Submission Actions 
Initial  Record Lock--Lock the record from being edited
for this i taken filed update
Name--Awaiting Approval  
Unique Name--- Awaiting_Approval  

Object---Opportunity  
Field to UpdateOpportunity: Stage
Field Data TypePicklist
Re-evaluate Workflow Rules after Field Change--uncheck
New Field Value--Awaiting Approval

Approval Steps
Name -opportunity owner's manager  
Assigned Approver---Manager
Reject Behavior--Final Rejection

Final Approval Actions 
for this i have taken 2 filed updates and 1 email alert
Field Update one 
Name---Approved  
Unique Name---Approved  
Object---Opportunity  
Field to UpdateOpportunity: Stage
Field Data Type---Picklist
Re-evaluate Workflow Rules after Field Change---unchecked
New Field Value---Closed Won
Field Update Two
NameApproved check  
Unique Name---Approved_check  
Object---Opportunity  
Field to Update---Opportunity: Approved
Field Data Type---Checkbox
Re-evaluate Workflow Rules after Field Change--unchecked
New Field Value---True
Email Alert
Description--Opportunity Approved
Unique Name--Opportunity_Approved
Email Template---Sales: Opportunity Approval Status Email
-Object---Opportunity
From Email Address----Current User's email address  
Recipients---Opportunity Owner

Final Rejection Actions
one Field Update and one Email Alert
 Name---Nego  
Unique Name---Nego  
Object----Opportunity  
Field to UpdateOpportunity: Stage
Field Data Type---Picklist
Re-evaluate Workflow Rules after Field Change- uncheck
New Field Value---Negotiation/Review
Email Alert - 
DescriptionOpportunity Rejected
Email TemplateSales: Opportunity Approval Status Email
Unique Name--Opportunity_RejectedObjectOpportunity
From Email Address---Current User's email address  
Recipients---Opportunity Owner

For Criteria-4 conditions are
User-added image
For criteria-4 i invoked Email alert and Create Robot setup
User-added image

Please Help guys i doing This from 4 days 

Thanks & Regards
Sai Manoj