I am about to use the approval button for opportunties.
It will be two separate approval processes based on critera thats entered will initiate a certain approval process but how can I prevent people submitting an opportunity for approval more than once. The user could submit the opportunity for approval, it gets approved and then someone else could submit it for approval again... All I can see so far is that it will submit and then just reject the opportunity approval. I would prefer a message box to tell th euser the opportunity has already been submitted or approved for that particular stage. Can this be done without a custom button and code?
Thanks
1 answer
OK this is what you can do:
- If you don't already have an approval status tracking picklist, create one.
- In the final step of your approval process, perform a field update to Set the above Approval Status picklist to 'Approved' or anything of your choice.
- In then entry criteria of your approval process, add:
Approval Status not equals Approved
This way your record will not be submitted again for approval.
If the above doesn't cut it, perform a field update on the Approval Status picklist when the record is submitted for Approval (let's say Pending) and the final Approved/Rejected field update. Then write a validation rule like this:
AND (
TEXT(PRIORVALUE(Approval_Status__c))= 'Approved',
TEXT(Approval_Status__c) ='Pending'
)
Error message can be like : "The record cannot be submitted for approval again"
