"Else Approve Record" Option is Unexpectedly Rejecting Records
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"Else Approve Record" Option is Unexpectedly Rejecting Records

Platform , Workflow

Last updated 2 days ago ·Reference W-3517895 ·Reported By 382 users

In Review

Summary
The “else Approve Record” option for Approval Processes only works if it’s specified on Step 1 of an Approval Process. When this option is specified in a subsequent Step, it automatically Rejects records instead of Approving them.

Repro
Part 1

1. Create an Approval Process on any object (no Entry Criteria needed).
2. Add three or more Approval Steps to the Process:
- Be sure to setup Step Criteria for each step as “Enter this step if the following | criteria are met”
- Select any Field | Equals | Unique Value
Note: For example, use a different value of a picklist field for each approval step.
- Automatically assign to user(s): yourself
- No workflow actions needed.
3. Once all steps are created, go back and Edit the first step and set it to “else approve record”
4. Activate the Approval Process.
5. Create a test record that meets the criteria of Step 1 and Submit it for Approval.
6. Confirm it is assigned and Pending approval.
7. Recall the record (or create a new one) and Edit it so it does not meet the criteria of Step 1.
8. Submit it for Approval and, this time, confirm it is auto-Approved.
9. Now, Deactivate and Clone the Approval Process.

Part 2: Continuing with the new, cloned process.

10. Give the cloned Process a unique name.
11. Edit the first step and set it to “else go to next step”
12. After saving this change, observe how it is reflected in bold in the overall list of Approval Steps.
13. Edit the second step and set it to “else approve record”
14. Create a test record that meets the criteria of Step 1 and Submit it for Approval.
15. Confirm it is assigned and Pending approval.
16. Recall the record (or create a new one) and Edit it so it meets the criteria of Step 2 and Submit for approval.
17. Not meeting Step 1, it should go to Step 2, where it will be assigned and Pending approval.
18. Lastly, create a record that does NOT meet the criteria of Step 2 and Submit for approval.

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EXPECTED RESULTS:
The record, not meeting criteria of Step 2, is auto-Approved.

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ACTUAL RESULTS:
The record, not meeting criteria of Step 2, is auto-Rejected.

Workaround
None at this time.

Reported By (382)

Debdeep Garai John Graf Junqi Tan Hubert Jaskolski Augusto Presotto Aharon Schmell Monir Ghailan Rob OBrien Al Tryjefaczka Two21 Support Betsy Cichelli Joy Slomski Keeva Brooks Kacey Koonce Mira Daskalova Eric Smith Lauren Miedema Natalie Davis Bruce Stewart Charlotte Nahon Jillian Tilley Bill Wolff Derek Camp Rick Paugh Suparna Sruthi Adivikolanu Alicja Kijanka Cheana Samrith Ellen Floyd Sagar Joshi Matt Herbert Matt O'Hara Matthew Holloway Brant Pollard Rupa Sri Lakshmi Mark Gremban Xavier Prod'homme Gareth Kavanagh Luke Toland Arjun Bedi Robin Holloway S4G S4G Tyler Gau LSM Test User VentureTech Goup Mark Galletta Cory McNutt Kris McKee Filippo Lorenzo Ferraris Dee Hamori Becky Grinnell Arnie Dagatan Christina Chasko Maria Nicolei Menzhyre Sampher Ivica Radic Joy Slomski Amit Lathi Berna Berker Tejas Deshmukh Vanessa Garcia Emma Cherrington 裕 鈴木 Karen McBride Zlatan Hot Erik Alderiso Debbie Laughran Robert Lau Vinod Kumar Adam Gittin Rashi Garg Sue Davis Artur Lasek Kapil Batra Garrett Semola John Moore Drew Snyder Pooja Khanna Taillur McEachern 敦子 湯野 gcs Adminサンブリッジ Marcin Piecuch 晴信 舩山 Saket Relan Kaiti Shaver Mindy White Richard DiNardo Filipe Carvalho Alejandro Flores Callaway Cloud Consulting User Alvin Claridad Jay Cruz Jennifer Brown Jeffrey Rosser Shir Einy נעמי גלינרט Sripal Kotha Karen Johnson Tish Sherwood Ahmed Ali El Sheikh Alejandro Lugo Santosh Bajjuri Alexandra K. Froger Martin Chovanec Milan Makusa Praveen Malyala Raghu R Hadas Pery Chhavi Virmani Justin Cheverie Bhavani Pinnaka Zach Pokres Lewis Howel Taufik Santoso Angel Rivera Stijn Rooselaers Carl Gagnon Nathan Lavender Saptarshi Ghosh Douglas MacGregor Eva Wong Alexandra K. Froger Anne Johansson Dennis Sips Simplus Admin Marino Cequeña Brian Juszcyk Pradeep Kumar L.G Ben Emanuel Shamrin Quddus Veselka Ilieva Wengang Zhao Louis Opsomer Amit Maity Chloe Echikson Daryna Velynets Lisandro Barquero Delphine Lafon Jordan Fraser Xingling Zhang Alex DeFiore Sarah Deveau Sinan Bunni RATC Admin Cyndi Jensen Atlantic Technologies Ambuj Agrawal Kim Lebicz matei toader 연경 김 Brandon Tahtaras Marcus Conway Jonathan Dobbs David Garcia Marek Haken Tim Kitzing Jesse Hendricks Thirupathi Kakarla Gidi Abramovich Beth Koehl Kari Moser MAkif Ahmed Andy Smith Kristen Moore Vaishali Singh Alvaro Sabater Dario Buitta Laurence Evans Sneha Namdeo Rob Jones KB HVACi Sophie Missoorten Alfonso Sanchez Caio Corrêa Grant Smith Rich Englhard Jason Stiles Extentia SSK Sam Pickard Red Path Consulting Karen Byrum Victor Pedroni Heidi Hopkins Pedro Prada Roman Dovbush Lucia Demeterova Jan Biskupic Alvin Cheng Adriana Kacerikova James Pullman Nidhi Thaker Quinn St Louis Alexandre Torres Christopher Barone Sally Song Kathryn Castle Patricia Munoz Ann Scanlan Jen DeGray William Lim June Duan Suren Tapshalkar Kathryn Shannon Alyssa Lefebvre Eric Zimmerman Zsolt Szolcsanyi Denise Wilhite Dan Boudreau Peter Ha Ina Springholz Silver Lining Cloud Solutions Jeff Battles Jacob Barazoto Avi Rosenholtz Stitch Admin Kristi Dellinger Daniel Margalit Davis Dong Amrutha Renjal Ross Lamont David Stella Chris Manick Sean Yan Jason Cardinal Jimmy Lee Becky Gui Matt Yuan Allen li Tommy Dhondt You Xia Admin SV Justin Ho Justin Ho Jason Pytlik Manos Spanoudakis Craig Ricker Lorene Grandidier Gian Giacomo Gatti Iñigo Alonso-Alegre Rik van de Wiel Dave Miller Daniel Romero Kirk Carpenter Darío Quintero Daniel Vázquez Daniel Vázquez López Fermín Campo Varona Raposo Nuria Paniagua Mario Jimenez Elena Mendez Reuven Neeman Cameron Young Laurent Colin Ronald Vorstenbosch Eran Vaizel Sunita Phadnis Diego Martin Jonathan Wiesel Santiago Lasobras Alberto Grossenbacher Vivek Chandrasekhar Alicia Walters Leandro Valdes Viera Brian Wilson Mark Alexander SFDC Admin1 Narayan Iyer Renato Wustemberg Germano Abhilash Kuntar Mona Kalantar Bruno Vuono Sophie Ducatel Sham Ahmed Nick Saling Cruse Ash Tony Guirgis Claudia Voigt Ursula Schaub Aurore Bendavid Aurore Bendavid Sean McMickle Juan Benítez Maal Carmen Rodriguez Pilar Robyn Jungers Javier Gallego Maria Prieto Trevor Lyle Ana Montero Ivan Marcos Data Migration Iván Carmona Berriguete Iván Carmona Berriguete Sergio Monge Gonzalez Ivo Rocha James Melville Ismael Ocaña Kyle Graham Jordan Joltes Gabriel McGinn Fidelia Teoh Margaret Fleischaker Brandon Wind Finbar Tracey Isaac Ross Amy Curbo-Gorham Leroy Shissler Thomas Chen Nick Smyrnos Robert Tinsley Michelle Rilles Sudhakar Thirumalasetty Anirudh Jajodia Preet Kaur Tim Johnson-Reynolds Casey Fitzpatrick 1076178389 Michael Vesen Sylvia Liebold Josh Dingler James Sullivan Ray Rudd Jeanette Hagan YUKI MORIUCHI Sarah Zaccagni Daniel CADET Erin Blakeley Jalpa Bhatt Darrell DeVeaux Nickki Gibeaut Lani Locke June Thongsrinoon Guillermo Pedroni Courtney Swayze Jeremie Seabra Martin Kummerer Guy Grinberg Carol Enevoldsen Chris Cooley Michael Blyakher Ryan Wischnefski Pankaj Paryani Rohit Tatineni Michael Welburn Racheli Levi Chad Huffman Brad Gross Jeff Zurhellen Edwin Lau Phil Cherok Bridgette Durbin Admin SEWS Doug Burkhart Glenn Matthew Chung Ryan Young (646-638-6147, 917-991-7590) Renato Oliveira Kiran Chalamalasetty Erin Luckner 類 後藤 Shawna Richardson Bridgette Durbin Holly Acharya Andrew Naples Thomas Jansen Thomas Jansen Janeen Marquardt Sagar Vasani Adam Grossman Matthias Jäkel Ben Patterson Alberto Minardi Alberto Minardi Admin AT Bethel Omeike Claudia Lazar Figur8 Admin Diogo Godoy Stacy Oleary Saul Parkinson Shila Leos Mike Fullmore Virginie Chevalier Ian Sidle

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