Ask Search:
Leanne ArdleyLeanne Ardley 

How to Auto-Approve a record with Advanced Approvals?

I know it's possible to auto-approve a record with standard Approvals, but how can I auto-approve a record with Advanced Approvals? 

Example, a Rep has created a Quote with Product A, which requires approval by management if the discount is over certain thresholds. If the discount is under these thresholds though, they can approve it themselves, that is the Quote is auto-approved. 

Rep Approval 0-10% (A rep can auto-approve a Quote if the discount is 0-10%)
Regional Sales Manager 11-20% (Regional Sales Manager must approve the Quote if the discount is 11-20%)
VP Sales 21-30% (VP Sales must also approve the Quote if the discount is 21-30%)
 

Ideally, the Rep would ALWAYS submit for approval, no matter what discounts are applied, and it would be approved automatically if it was 0-10%. But as this wasn't working, I also tried to add an Approval Rule in, where the Rep was the approver themselves. I did this with the CreatedBy field on the Quote, and also tried a custom Quote_Creator__c field, but neither of them worked. I got an error in the Preview Approval window stating "Unable to find Approver for Rule ID".

Any help would be greatly appreciated. I would be really surprised/disappointed if this cannot be done in Advanced Approvals, since it can be done in Standard Approvals. 

Cheers, 
Leanne

Best Answer chosen by Leanne Ardley
Leanne ArdleyLeanne Ardley
Opened a Case with a Salesforce and they got back to me with how to do this. All you have to do is Submit for Approval and make sure that your record doesn't meet the conditions of any of the approval rules. If it doesn't, then it will be set to Approved. It's a little confusing in that the Preview Approval page says "No Approval Required", but they said this message cannot be changed. Anyway, thanks Salesforce! 

All Answers

Mary TaglerMary Tagler
Out of curiosity, is there a reason you wouldn't submit for approval only when it has to go to a manager/VP? You can auto-submit using Process builder, so the user doesn't have to remember when to submit it.
Leanne ArdleyLeanne Ardley

@Mary Tagler, I would rather not use a Process Builder on the Quote object, because there is managed package code on the Quote object which it could conflict with. I also don't like the error handling provided by Process Builder, it's not user friendly for troubleshooting. 

In terms of using that as a solution though, I hadn't considered it. If it is 0-10%, I need for it to be set to Approved so I could just do that in the Process Builder? So you're saying you can submit to an Advanced Approval Process too? Not just a Standard Approval Process?

Mary TaglerMary Tagler
That I'm not sure about.
Leanne ArdleyLeanne Ardley
Opened a Case with a Salesforce and they got back to me with how to do this. All you have to do is Submit for Approval and make sure that your record doesn't meet the conditions of any of the approval rules. If it doesn't, then it will be set to Approved. It's a little confusing in that the Preview Approval page says "No Approval Required", but they said this message cannot be changed. Anyway, thanks Salesforce! 
This was selected as the best answer