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The process did not set the correct Type value on submitting for approval
I keep getting the following error when trying to check my challenge on "Routing Records with Approvals" on Admin Trail - Intermediate.
Challenge not yet complete... here's what's wrong:
The process did not set the correct Type value on submitting for approval
I'm not sure why it isn't approving. Please help!
Challenge not yet complete... here's what's wrong:
The process did not set the correct Type value on submitting for approval
I'm not sure why it isn't approving. Please help!
Here is mine version of that Approval process which worked perfectly.
You will notice that in Approval steps I don't have any rejection step which is marked as red bold in your Approval process. remove that criteria and it should work.
Thanks,
Himanshu
All Answers
Here is mine version of that Approval process which worked perfectly.
You will notice that in Approval steps I don't have any rejection step which is marked as red bold in your Approval process. remove that criteria and it should work.
Thanks,
Himanshu
"The process did not set the correct Type value on submitting for approval"
Create email template: choose type, name it anything, I used Unfiled Public email templates for the folder, enter trailhead into the subject and description.Saved
Once you have your email template>
Search
Account > Fields > Account Custom Fields & Relationships > New
Select picklist
Name it :Type
For the values select the enter values circle and enter the following :
Prospect
Pending
Customer
Click Next and Next and Save.
Search Approval Processes > create new approval process> jump start wizard >
Name it : Approve New Account
See image below for critera :
Administrator ONLY on the next page,
Select your email template
On the next page move type into the right hand box.
Select Owner and in the right box you should see Account owner.
Save.
Hi guys.
Complet solution.
Create an approval process that validates when a Prospect Account becomes a Customer
Solvented problem:
When an account is submitted for approval, the approval process doesn't set the correct Type value.
https://www.youtube.com/watch?v=r5eYkyt0nYc
