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Topics#Lightning ExperiencePratima Shrivastav 的问题
Pratima Shrivastav (Slalom) 提问于 #Lightning Experience
2016年6月27日 16:21

Process Builder and Approval

Hi I am trying to automate an approval process using a process builder. Here if opportuity amount is greater than 150000, user needs approval from manager. For that I have created an approval process already and in the actions of process builder, I have included this approval process. But when I try to save the oppoertunity with this amount , I am getting an error like this"Error Occurred: This record is currently in an approval process. A record can be in only one approval process at a time."

Can you please help me to assign an approval prcess using process builder? if you have examples on this, That would be very helpful.

Thanks
6 个回答
  1. Sitarama Murthy S (Arrow Electronics India Pvt Ltd)
    2016年6月27日 16:54
    prati,

    once u create oppurtunity record with amount >150000, that record will be submmited for approval process automatically,.even i got error but when i checked Items to approve related list in home page the was present in approval list.

    if u dont find it, Then check with the entry Criteria of approval process and process builder. OR you might have checked skip criteria in action section of process builder.

     
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