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Zorluk: ZorApproval Processes

Summit Financial Services utilizes a two-step approval process for custom Purchase Order records. Step 1 requires direct manager approval for all purchase orders. Step 2 requires executive vice-president approval only if the total order amount exceeds 50,000.Duringtesting,ausersubmitsa50,000. During testing, a user submits a 25,000 purchase order. The manager approves Step 1, but the system immediately marks the purchase order as Rejected instead of Approved. What is the root cause of this unexpected rejection?

  1. The entry criteria for Step 2 evaluated to false, and the step configuration was set to perform the 'else' action of rejecting the record.Cevap
  2. B
    The initial submission actions failed to lock the record, causing the workflow engine to reject the record automatically upon step transition.
  3. C
    The approval process final approval actions were not defined, causing Salesforce to default to the final rejection actions.
  4. D
    The executive vice-president profile lacks Object-Level Read permissions on Purchase Orders, triggering an automatic system-level rejection.

Cevap

The step entry criteria for Step 2 evaluated to false, and the step was configured to reject the record when criteria are not met.
In a multi-step approval process, each step defines what happens if a record does not meet its entry criteria. The options are 'Go to the next step', 'Approve record', or 'Reject record'. Because the purchase order was under $50,000, it skipped Step 2 criteria. Since the step was misconfigured to 'Reject record' on criteria failure, Salesforce rejected the purchase order despite passing Step 1.

Adım Adım Çözüm

1
Analyze the approval process flow for the $25,000 Purchase Order.
The purchase order completes Step 1 successfully because manager approval is granted.
Step 1 applies to all purchase orders regardless of amount.
2
Evaluate the entry criteria for Step 2.
The 25,000purchaseorderfailstheStep2criteria(25,000 purchase order fails the Step 2 criteria ( 50,000 threshold).
The record amount is less than the required $50,000 minimum for executive review.
3
Examine Salesforce step entry criteria failure behavior ('else' branch).
Salesforce executes the step's fallback setting when entry criteria evaluate to false.
If the step is misconfigured to 'Reject record' when criteria are not met (instead of 'Approve record' or 'Go to the next step'), the approval process immediately executes rejection actions.

Anahtar Kavram

Approval Step Entry Criteria Fallback ('Else' Routing)
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Konular

Approval Processes

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