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Build a Discount Approval Process

Specify Final Approval and Rejection Actions

The rejection is not configured correctly for 'Discount Approval Process'. VP rejection of the opportunity did not result in either the Approval_Status__c being set to 'Not Approved' or the Discount_Percentage__c being set to null. #Trailhead Challenges #Salesforce Developer

5 answers
  1. Jan 8, 2024, 9:59 AM

    Hi @Anjali Gali

     

    if the issue is related to "Discount_Percentage__c being set to null ", it can be resolved by following the steps below.

    1. Setup ⇒ Object Manager ⇒ Opportunity
    2. Fields & Relationships ⇒ Discount Percentage
    3. Edit ⇒ Deselect "Always require a value in this field in order to save a record" ⇒ Save
    4. Setup ⇒Approval Processes
    5. Clear Discount Percentage ⇒ Specify New Field Value ⇒ Check A blank value (null)
    • Setting 'Check A blank value (null)' is different from entering an empty value in 'Use a formula to set the new value'. If 'Discount Percentage' is in a Required state, you can't even choose 'Check A blank value (null)'. If you've completed the above step, a radio button should have been added

    Please check the below blog you can get more

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