• Brian Heger
  • NEWBIE
  • 14 Points
  • Member since 2016
  • Associate Director of Communications
  • Maryville University

  • Chatter
    Feed
  • 0
    Best Answers
  • 0
    Likes Received
  • 0
    Likes Given
  • 1
    Questions
  • 4
    Replies
I am trying to complete this trailhead challenge to set up the auto approval processes and am trying to complete the following:

"Upon entering the approval process, set the Type field to 'Pending' and lock the record."

I attempt to do this by selecting "Add New" in the "Initial Submission Actions" box and get to the following screen:

User-added image

If you see where I highlighted, I am unable to edit the Object from "Case" to "Account" in order to update the Type field to "Pending".

How do I fix this?

Thanks!
I am trying to complete this trailhead challenge to set up the auto approval processes and am trying to complete the following:

"Upon entering the approval process, set the Type field to 'Pending' and lock the record."

I attempt to do this by selecting "Add New" in the "Initial Submission Actions" box and get to the following screen:

User-added image

If you see where I highlighted, I am unable to edit the Object from "Case" to "Account" in order to update the Type field to "Pending".

How do I fix this?

Thanks!

"Challenge not yet complete... here's what's wrong: 
Account setup for challenge incomplete. Please add 'Prospect', 'Customer' and 'Pending' picklist values to the Account 'Type' field"


Working on the challenge for 
Process Automation: Routing Records with Approvals

Everything is lock-tight except for one detail pictured in screenshot.

I felt like I tried every permutation in the book to fix this (all acounts are synced, all process is in order, I have reset, redefined and created everything that seems feasable) but apparently I am missing this, or it would have worked. Any advice would be greatly appreciated.User-added image

Thank you!

Hello,

 

I need to add a field to the lead detail page which calculates the number of days since the last activity for a lead. This formula would return a number which represents the number of days since the last task has been created, updated or completed. Does anyone know what this formula is?

 

Thanks,

 

Scott

  • January 25, 2011
  • Like
  • 0