Hello, I followed all the steps for creating the approval process, but it says that the account's type set is not into Pending...
Could anyone help me with this,please?
Thanks
Hi @Zahra Klaoua ,
I had the same issue and I resolve it. You have to pay close attention to the first part of the challenge. It stated this:
Before You Start Go to Object Manager. In Fields and Relationships for the Account object, check the Type field’s picklist values for Prospect, Customer, and Pending. Add any of these values that are missing. Please follow these steps:
- In setup, Click Object Manager >Account >Fields and Relationships
- Search for TYPE field in the Quick Finder & Click Type
- Under Account Type Picklist Values, Disactivate all of the other values except for PROSPECT & add Pending and Customer values (see attachment image)
- Once done, make sure you go back to your approval process and select the picklist values you just create.
PLEASE FOLLOW THESE STEPS
5. Type Approval in the quick finder > Click Approval Processes
6. Click Edit in your current approval process (Approve New Account)
7. Click Next twice > Save
8. Click Edit in Initial Submission Actions > Choose Pending Value for Picklist Options > SAVE
Note: Keep in mind, that you might have to do the same for Final Approval Actions.
https://trailhead.salesforce.com/en/trailblazer-community/feed/0D54S00000A8vqISAR
