Hello friends,
I have a unique requirement, that due to some internal logics, I want to validate some information prior to entrying into the Approval Process.
Is it possible that in the priority order, first step is to have a validation rule executed and evaluated if all conditions are met, then only it goes into the approval process. Since I am unable to edit the entry criteria on the approval process ( due to internal restrictions ), how can I add a validation rule that evaluate the fields prior to allowing to approve ?
Thanks.
12 respuestas
Eric Praud (Activ8 Solar Energies) 
Forum Ambassador
Sorry, I misunderstood the requirement, but it's still possible.
You woudl need to remove the Submit from Approval button from the page layout, and instead change your process so users would maybe sleect a checkbox, change a picklist value to "Sent for Approval". You could even have it done in a quick action with the checkbox and the Product Type fields.
Let's say you have a checkbox to send for approval and you want to make sure it can only be checked if Product Type is ABC, the rule would be:
AND(Checkbox__c, TEXT(Product_Type__c)<>"ABC")
You woudl then need to create a process builder with the criteria
Checkbox equals TRUE
and as an action, you would send the record for approval
