I have two approval processes that need to be on an opportunity.
1 - if a checkbox (service checkbox) is true, send approval processes to x employee for approval.
2 - if an approval process field contains (2.3 - 2.5) send approval process to x employee(s)for approval. This is for pricing, discounts, etc.
I cannot seem to get both to work on the opportunity. Some will have both, some will only have one selection that meets the criteria.
Any suggestions would be greatly appreciated.
4 answers
If you want both processes to fire when both conditions are true I think you need to create a third process. Its entry conditions should be when both are true and you would need to combine all the actions into it. Make it the first in the order. That way if both are true it fires. If not it falls through to the individual ones
