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Topics#Data ManagementPergunta de Cody Cleary
Cody Cleary (AmTrust Financial Services, Inc.) perguntou em #Data Management
16 de mar. de 2018, 19:15

approval process kicks off flow, but owner of resulting records is not submitter

I have an approval process with an approval action to update a field. The resulting updated field triggers a process builder to create some tasks records related to the record submitted for approval. The creator of the new task records is always the last person in the approval process, but I would like the owner to be the initial record's (that was submitted for approval) owner.

 

e.g. Steve submit an account for approval. Bob reviews and approves. A task is assigned to Jim that was 'created by Bob' via the process builder. I would like the task to be assigned to Jim and created by Steve.

 

 
1 resposta
  1. Ed Ruzol
    17 de abr. de 2018, 20:59
    Hi Cody,

     

    Since you have the Process Builder starting on the object where the approval process is, in your Create Record Action to create the Task within the Process, you can set the Assigned To ID reference the Owner ID. If the initial submitter is not the record owner, you would need to populate the initial submitter on a dummy field first so you can use it later. I hope I understood your issue correctly.

     

    Thanks!
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