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I am updating a checkbox field "Is approved" when a record is approved by approval process.

When this field is updated I want to trigger an action that create account record. However this is not working.

When I logged case with salesforce they are saying

Field updates that are executed as approval actions don't trigger workflow rules

I have also tried Re-evaluate Workflow Rules but it is also not working.

what is the work around for this? If I don't want to use trigger.

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For your case, Best option is to use the Process Builder

1) Create one Picklist value with "Approved", "Rejected" and "In Process". Put the "In Process" as Default value.

2) Now use "Field Update" in the Approval Process i.e. For Approval, the Field update must be "Approved" and For Rejection, the Field update must be "Rejected".

Note: "Re-evaluate Workflow Rules after Field Change" checkbox must be checked in both "field update" Actions

3) In Process Builder, Create an Object where you are Submitting for Approval.

4) Now In the "Add Criteria" node, put the condition as If the PickList Value is equal to "In Process" and Save the Criteria.

5) Now add the Immediate actions for "Submit for Approval" and Choose "Specific Approval Process in the Option and Give the Name of the Approval Process that you have Created. Save this Action.

6) Create another Action but this time choose,"Create a Record". You can Create any record here in this immediate Action of "Create a Record".

7) Check for the Validation Rules existed in the Object and Give the values for the fields according to those validation rules

8) Now, Save the Immediate actions and Activate the Process Builder.

  • I have tried the "Re-evaluate Workflow Rules after Field Change" option it is not working. Also, as per our business requirement, we need to submit record for approval manually not through process builder. – C0DEPirate Dec 18 '15 at 12:05
  • Then you have to write a trigger for creating a record. Is the "update field" actions working in approval process? Once uncheck the "Re-evaluate Workflow Rules after Field Change" checkbox in any one of Approval Field Update or else Rejection Field Update and do vice-versa for both field updates... – Subhash Dec 18 '15 at 12:19
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On your Field Update, check the box that says "Re-evaluate Workflow Rules after Field Change".

https://success.salesforce.com/answers?id=9063000000047khAAA

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