10 réponses
Hi Sandra,
+1 for SteveMo. Are you trying to add an additional approval step (ie step 1 is 15%+ and approved by manager, step 2 is 30%+ and goes to the CEO,etc)? I read the criteria and it's a discount based approval process. Since you have activate the approval process, you can't add new approval steps (not workflow which is different). If you are adding new steps (which it sounds like you're not), you would have to create a new approval process from scratch (it's just how it is with approval processes).
Getting to your question about workflow, if you want to add a workflow rule to the approval process, you can. It's either on the final approval actions (much more likely) or the approval steps themselves (just used for multi-step approvals). It just depends on what you are trying to do (send out an email, update a field, etc).
And no, you don't need a workflow for it to be automatic approval. The criteria is saying if the discount is 15%+, get it approved. In any other situation, just approve it directly. Also the entry criteria is redundant. Entry criteria says, "any record that meets this criteria can be considered for this process. It only factors in 15%+ Opportunities, so any Opportunities that are less than 15% discount would get an error when someone clicked the submit for approval button. Think of it like this, entry criteria is like a bouncer at a door. It looks for criteria to let records in. In this case, all record have to have 15%+ discounts. This would be fine, but you have the first approval step saying if less than 15%, approve it. The entry criteria is kind of messed up and we don't know what the purpose of the approval process is. Happy to help, but need more insight.
I'd suggest watching this. It's a Hand on Training from Dreamforce in which they create an approval process from scratch and teach you the meaning of the functions. I hope that helps.
https://www.youtube.com/watch?v=RMHs8WQy9lk
