"Else Approve Record" Option is Unexpectedly Rejecting Records
Last updated 2 days ago ·Reference W-3517895 ·Reported By 153 users
The “else Approve Record” option for Approval Processes only works if it’s specified on Step 1 of an Approval Process. When this option is specified in a subsequent Step, it automatically Rejects records instead of Approving them.
1. Create an Approval Process on any object (no Entry Criteria needed).
2. Add three or more Approval Steps to the Process:
- Be sure to setup Step Criteria for each step as “Enter this step if the following | criteria are met”
- Select any Field | Equals | Unique Value
Note: For example, use a different value of a picklist field for each approval step.
- Automatically assign to user(s): yourself
- No workflow actions needed.
3. Once all steps are created, go back and Edit the first step and set it to “else approve record”
4. Activate the Approval Process.
5. Create a test record that meets the criteria of Step 1 and Submit it for Approval.
6. Confirm it is assigned and Pending approval.
7. Recall the record (or create a new one) and Edit it so it does not meet the criteria of Step 1.
8. Submit it for Approval and, this time, confirm it is auto-Approved.
9. Now, Deactivate and Clone the Approval Process.
Part 2: Continuing with the new, cloned process.
10. Give the cloned Process a unique name.
11. Edit the first step and set it to “else go to next step”
12. After saving this change, observe how it is reflected in bold in the overall list of Approval Steps.
13. Edit the second step and set it to “else approve record”
14. Create a test record that meets the criteria of Step 1 and Submit it for Approval.
15. Confirm it is assigned and Pending approval.
16. Recall the record (or create a new one) and Edit it so it meets the criteria of Step 2 and Submit for approval.
17. Not meeting Step 1, it should go to Step 2, where it will be assigned and Pending approval.
18. Lastly, create a record that does NOT meet the criteria of Step 2 and Submit for approval.
The record, not meeting criteria of Step 2, is auto-Approved.
The record, not meeting criteria of Step 2, is auto-Rejected.
None at this time.
Reported By (153)
Is it Fixed?
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