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Ralph Callaway
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Ralph Callaway
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Question

Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria? If so, are there work arounds? (hoping to avoid a week of waiting on support just to have them tell me this bug is a "feature" they don't want to change)

Background

I have a moderately complex approval process, which at a high level has these steps:

  1. If picklist is value A, send to User1__c on the record, else next step
  2. If picklist is value B, send to User2__c on the record, else approve
  3. If false (dummy step, should always be skipped in theory)

In testing I submit a record with a pikclist with value C. Based on my understanding the flow is:

  1. Evaluate criteria for step 1, eval = false, go to next step
  2. Evaluate criteria for step 2, eval = false, approve

But in testing, it always auto-rejects. Reviewing the logs confirms it skips step 1, hits step 2, then rejects. Also confusing is that when I edit step 2 it shows "else approve", but on the approval process detail it just shows the criteria, with no "else" clause (see images). The view approval process also looks good to me.

Images

Process Detail Page

Process Detail Page

Step 2 Criteria

Step 2 Detail

Printable Process Diagram

Process Diagram

Question

Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria?

Background

I have a moderately complex approval process, which at a high level has these steps:

  1. If picklist is value A, send to User1__c on the record, else next step
  2. If picklist is value B, send to User2__c on the record, else approve
  3. If false (dummy step, should always be skipped in theory)

In testing I submit a record with a pikclist with value C. Based on my understanding the flow is:

  1. Evaluate criteria for step 1, eval = false, go to next step
  2. Evaluate criteria for step 2, eval = false, approve

But in testing, it always auto-rejects. Reviewing the logs confirms it skips step 1, hits step 2, then rejects. Also confusing is that when I edit step 2 it shows "else approve", but on the approval process detail it just shows the criteria, with no "else" clause (see images).

Images

Process Detail Page

Process Detail Page

Step 2 Criteria

Question

Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria? If so, are there work arounds? (hoping to avoid a week of waiting on support just to have them tell me this bug is a "feature" they don't want to change)

Background

I have a moderately complex approval process, which at a high level has these steps:

  1. If picklist is value A, send to User1__c on the record, else next step
  2. If picklist is value B, send to User2__c on the record, else approve
  3. If false (dummy step, should always be skipped in theory)

In testing I submit a record with a pikclist with value C. Based on my understanding the flow is:

  1. Evaluate criteria for step 1, eval = false, go to next step
  2. Evaluate criteria for step 2, eval = false, approve

But in testing, it always auto-rejects. Reviewing the logs confirms it skips step 1, hits step 2, then rejects. Also confusing is that when I edit step 2 it shows "else approve", but on the approval process detail it just shows the criteria, with no "else" clause (see images). The view approval process also looks good to me.

Images

Process Detail Page

Process Detail Page

Step 2 Criteria

Step 2 Detail

Printable Process Diagram

Process Diagram

added 148 characters in body
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Ralph Callaway
  • 24.7k
  • 18
  • 116
  • 195

Question

Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria?

Background

I have a moderately complex approval process, which at a high level has these steps:

  1. If picklist is value A, send to User1__c on the record, else next step
  2. If picklist is value B, send to User2__c on the record, else approve
  3. If false (dummy step, should always be skipped in theory)

In testing I submit a record with a pikclist with value C. Based on my understanding the flow is:

  1. Evaluate criteria for step 1, eval = false, go to next step
  2. Evaluate criteria for step 2, eval = false, approve

But in testing, it always auto-rejects. Reviewing the logs confirms it skips step 1, hits step 2, then rejects. Also confusing is that when I edit step 2 it shows "else approve", but on the approval process detail it just shows the criteria, with no "else" clause (see images).

Images

Process Detail Page

Process Detail Page

Step 2 Criteria

Question

Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria?

Background

I have a moderately complex approval process, which at a high level has these steps:

  1. If picklist is value A, send to User1__c on the record, else next step
  2. If picklist is value B, send to User2__c on the record, else approve
  3. If false (dummy step, should always be skipped in theory)

In testing I submit a record with a pikclist with value C. Based on my understanding the flow is:

  1. Evaluate criteria for step 1, eval = false, go to next step
  2. Evaluate criteria for step 2, eval = false, approve

But in testing, it always auto-rejects. Reviewing the logs confirms it skips step 1, hits step 2, then rejects. Also confusing is that when I edit step 2 it shows "else approve", but on the approval process detail it just shows the criteria, with no "else" clause.

Question

Is there any known issue with the approval process steps that have criteria that enter if it evaluates to true, else approve, auto-rejecting records that don't meet the criteria?

Background

I have a moderately complex approval process, which at a high level has these steps:

  1. If picklist is value A, send to User1__c on the record, else next step
  2. If picklist is value B, send to User2__c on the record, else approve
  3. If false (dummy step, should always be skipped in theory)

In testing I submit a record with a pikclist with value C. Based on my understanding the flow is:

  1. Evaluate criteria for step 1, eval = false, go to next step
  2. Evaluate criteria for step 2, eval = false, approve

But in testing, it always auto-rejects. Reviewing the logs confirms it skips step 1, hits step 2, then rejects. Also confusing is that when I edit step 2 it shows "else approve", but on the approval process detail it just shows the criteria, with no "else" clause (see images).

Images

Process Detail Page

Process Detail Page

Step 2 Criteria

added 73 characters in body
Source Link
Ralph Callaway
  • 24.7k
  • 18
  • 116
  • 195
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Source Link
Ralph Callaway
  • 24.7k
  • 18
  • 116
  • 195
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