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Maki Yong a posé une question dans #Formulas
i would like to make a new process wherein the Account Owners would need to seek approval when Changing the Mailing Address for the Account. New fields for the addresses would be required and when an owner updates these fields the record should be automatically submitted for approval. If a user tries to update the mailing address fields without the record being approved then an error message should be shown. Once the record has been approved, then the new address values should override the Mailing address and the new address fields should be set to blank. If the record is rejected then the new address should be set to blank and the original Mailing address should remain as is.
1 réponse
  1. 19 juil. 2016, 09:23
    You need to write a trigger / process builder

    on the Account object,

    • First configure the approval process.
    • Second to automatically submit the record (using trigger/process builder) for approval, when the required address field is populated and saved.
    • On Approval Process, set a field update under the Final Approval Actions setting, to update the Account's address.
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