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Topics#Customer ServiceLisa Fondots 的问题
Lisa Fondots (ModSpace Corporation) 提问于 #Customer Service
2014年8月6日 19:21

Entry criteria on Approval Process

I have created an account approval process that if a user creates an account with the below criteria, it should enter the process.  Unfortunately my 'AND' is not being seen so if any of the below fields are NOT blank, it still goes into my approval process.  Has anybody else had this happen?  How did you fix it?

 

 AND (

 

ISBLANK( Jigsaw),

 

ISBLANK( Dodge_Factor_Key__c ),

 

ISBLANK( Online__c ),

 

OR(RecordType.Name = 'Customer',RecordType.Name = 'For Testing'))

 

We have records that are created from dodge, data.com and web-to-lead forms that  I want to skip the approval process.  The above fields are populated on the account from these vendors.
4 个回答
  1. Steven Foiles (Amazon)
    2014年8月6日 19:48
    You could probably build this one with Criteria are met and select all the fields and values and set up filter logic. Or something like this

     

    ISBLANK(Jigsaw) || ISBLANK(Doge_Factor_Key__c) || ISBLANK (Online__c) && RecordType.DeveloperName = "Customer" || RecordType.DeveloperName = "For Testing"

     

    Or this..

     

    NOT(ISBLANK(Jigsaw)) && NOT(ISBLANK(Doge_Factor_Key__c)) && NOT(ISBLANK (Online__c)) && RecordType.DeveloperName = "Customer" || RecordType.DeveloperName = "For Testing"

     

    This way it can only enter when all fields are populated and it is one of the record types listed.

     

    Be sure to use API selctor to get exact names and to make sure you spell the record type names exactly as they appear in your org. Also are you having them clcik "Submit for Approval'? Let me know exactly what you need and I can try to help miore.
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