I am having trouble with the approval process functionality on a custom object called "SE Tickets." Basically, I would like for all SE Tickets to enter the approval process and sent to the same approver. The first approver would need to complete the fields listed in the below object. If these answers are anything other than the below, (they are just yes/no picklists) then I want the SE Ticket to go to the next approver. I'm struggling on how to properly execute this. Thanks for your help in advance!
AND(
ISPICKVAL( SSP_Relationships__c , "Yes"),
ISPICKVAL( Adops_Contact__c , "Yes") ,
ISPICKVAL( CTV_Channels_Apps__c , "Yes"),
ISPICKVAL( Managed_Advertising__c , "Yes"),
ISPICKVAL( Demand__c , "No"),
ISPICKVAL( CTV_Channels_Apps_Pubs__c , "Yes")
)
답변 8개
I've spent quite a lot of time thinking this over and I think I may have figured out a solution for this. Please make sure to test this in the sandbox to confirm it works.
My idea is for you to create two approval processes and set the entry criteria to be very narrow, so only certain records will even enter the approval process. If they don't meet the criteria for the first approval, it will go to the second approval process and meet that criteria.
For this to work, you will need two formulas.
Formula 1(same as in your initial question):
AND(
ISPICKVAL( SSP_Relationships__c , "Yes"),
ISPICKVAL( Adops_Contact__c , "Yes") ,
ISPICKVAL( CTV_Channels_Apps__c , "Yes"),
ISPICKVAL( Managed_Advertising__c , "Yes"),
ISPICKVAL( Demand__c , "No"),
ISPICKVAL( CTV_Channels_Apps_Pubs__c , "Yes")
)
Formula 2(opposite of the formula in your initial question):
AND(
ISPICKVAL( SSP_Relationships__c , "No"),
ISPICKVAL( Adops_Contact__c , "No") ,
ISPICKVAL( CTV_Channels_Apps__c , "No"),
ISPICKVAL( Managed_Advertising__c , "No"),
ISPICKVAL( Demand__c , "Yes"),
ISPICKVAL( CTV_Channels_Apps_Pubs__c , "No")
)
Approval Process 1:
This process will be set up to have the entry criteria of Formula 1, so that only records that meet those conditions even enter the approval process. In the criteria for the first step, enter Formula 2 (the opposite of the entry criteria) in the formula evaluates to true section and select the option to "else approve record."
Basically, what will happen is that all records that should be approved will enter the approval process, but since they don't meet the criteria in the first step, they will just get approved.
Approval Process 2:
Records that don't meet the criteria for Approval Process 1, will make it to Approval Process 2. Don't set any entry criteria, so that all records enter this approval process. If there are other scenarios, then reconsider this. In the criteria for the first step, enter Formula 1 in the formula evaluates to true section and select the option to "else reject record."
All records that didn't meet the criteria to be approved, will have entered approval process 2 to be rejected.
Launching Approval Process:
In one of your earlier comments, you mentioned that the record needed to enter the approval process upon creation. If the user doesn't manually click the "Submit for Approval" action, then you need to launch the approval process through process automation. For example, you could use process builder to launch an approval process any time a record is created.
I hope this helps! Let me know if you have any questions. If this answers your question, please select it as best answer. Thanks!
