"Else Approve Record" Option is Unexpectedly Rejecting Records

"Else Approve Record" Option is Unexpectedly Rejecting Records

Platform , Workflow

Last updated 2 days ago ·Reference W-3517895 ·Reported By 153 users

In Review

Summary
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.

Repro
Part 1

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.

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EXPECTED RESULTS:
The record, not meeting criteria of Step 2, is auto-Approved.

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ACTUAL RESULTS:
The record, not meeting criteria of Step 2, is auto-Rejected.

Workaround
None at this time.

Reported By (153)

Jason Pytlik Manos Spanoudakis Craig Ricker Lorene Grandidier Gian Giacomo Gatti Iñigo Alonso-Alegre Rik van de Wiel David Miller Daniel Romero Kirk Carpenter Darío Quintero Daniel Vázquez Daniel Vázquez López Fermín Campo Varona Raposo Nuria Paniagua Mario Jimenez Elena Mendez Reuven Neeman Cameron Young Laurent Colin Ronald Vorstenbosch Eran Vizel Sunita Phadnis Diego Martin Jonathan Wiesel Santiago Lasobras Alberto Grossenbacher Vivek Chandrasekhar Alicia Walters Leandro Valdes Viera Brian Wilson Mark Alexander SFDC Admin1 David Garcia Narayan Iyer Renato Wustemberg Germano Abhilash Kuntar Mona Kalantar Bruno Vuono Sophie Ducatel Sham Ahmed Nick Saling Cruse Ash Tony Guirgis Claudia Voigt Ursula Schaub Aurore Bendavid Aurore Bendavid Sean McMickle Juan Benítez Maal Carmen Rodriguez Pilar Robyn Jungers Javier Gallego Maria Prieto Trevor Lyle Ana Montero Ivan Marcos Data Migration Iván Carmona Berriguete Iván Carmona Berriguete Sergio Monge Gonzalez Ivo Rocha James Melville Alexandre Torres Ismael Ocaña Kyle Graham Jacob Guertin Gabriel McGinn Fidelia Teoh Margaret Fleischaker Brandon Wind Finbar Tracey Isaac Ross Amy Gorham Leroy Shissler Thomas Chen Nick Smyrnos Robert Tinsley Michelle Rilles Sudhakar Thirumalasetty Anirudh Jajodia Preet Kaur Tim Johnson-Reynolds Cathleen Fitzpatrick Philipp Breidenbach Michael Vesen Sylvia Liebold josh dingler James Sullivan Ray Rudd Jeanette Hagan YUKI MORIUCHI Sarah Zaccagni Daniel CADET Erin Blakeley Jalpa Bhatt Darrell DeVeaux Nickki Gibeaut Lani Locke June Thongsrinoon Guillermo Pedroni Courtney Swayze Jeremie Seabra Martin Kummerer Guy Grinberg Carol Enevoldsen Chris Cooley Michael Blyakher Ryan Wischnefski Pankaj Paryani Rohit Tatineni Michael Welburn Racheli Levi Chad Huffman Brad Gross Jeff Zurhellen Edwin Lau Phil Cherok Bridgette Durbin Admin SEWS Douglas Burkhart Glenn Matthew Chung Ryan Young (646-638-6147, 917-991-7590) Renato Oliveira Kiran Chalamalasetty Erin Luckner Tagui Goto Shawna Richardson Bridgette Durbin Holly Acharya Andrew Naples Thomas Jansen Thomas Jansen Janeen Marquardt Sagar Vasani Adam Grossman Matthias Jäkel Ben Patterson Alberto Minardi Alberto Minardi Tiziana Pironi Bethel Omeike Claudia Lazar Figur8 Admin Diogo Godoy Stacy Oleary Saul Parkinson Shila Leos Mike Fullmore Virginie Chevalier Ian Sidle

Is it Fixed?

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