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Topics#Data ManagementKim McPeek의 질문
Kim McPeek (TRAK TECOM) 님이 #Data Management에 질문했습니다
2019년 10월 28일 오후 4:13

How can I start account approval process based on opportunity stage

We currently have an approval process for new accounts that is working as needed.  However, we have many existing accounts that have not been approved in our org.  Rather than taking a large initiative to approve all existing accounts we want to set an approval process that will initiate for an existing account when they have an opportunity that reaches a specific stage.

 

I tried to accomplish this via the following fields BUT was not able to make it work.

  • We have a picklist status on the account (existing accounts have a blank status that i would like to use as 1 of the triggers)
  • We have a an opportunity stage called "PO Received"

I would like to have a formula or trigger or something that looks like this: If opportuntiy stage is "PO Recieved" and account status is "blank" submit the account for approval.

 

Any assistance is much appreciated!!!
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  1. Tony Trinh
    2019년 10월 28일 오후 6:41
    Hmm, I see what you're saying, you can't submit a related Account for approval based on the Opportunity trigger.

     

    What about you create a hidden checkbox field on your Account NeedsApproval__c that will get updated to true from this Process Builder. Then, create a separate criteria-action on your Account Object's process builder that will check for this checkbox and submit for approval if checked? I haven't done this, but give it a try.
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