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Writer's pictureTeam Avenoir

APPROVAL PROCESS TROUBLESHOOT SUPERBADGE SOLUTION

Updated: Aug 5



Hey Trailblazer, I'm here to guide you in earning the Approval Process Specialist Superbadge, which is part of the Process Automation Specialist badge. First, you must pass the Approval Process Troubleshooting Superbadge Unit to achieve this badge. I will help you figure out each challenge and how to clear it.

This blog consists of all three challenges of the Approval Process Troubleshooting Superbadge include

  • Jose submits record for approval

  • Approver Delegation and In Review flagging

  • Final organization changes

Every challenge has an outcome and hints at how to achieve it. It also solves these errors,” Research Manager is unable to submit Research Proposal records for approval.”, “We can't find the Submit for Approval button with the correct criteria on the Research Proposal Record Page.”, “The approval process entry criteria requires certain configuration; make sure research managers can see all aspects of research proposal records.” , We can't find the Sole Society record submitted for approval by the correct user.", “We can't find the correct approver's delegation configuration on the first step for the Research Proposals Ready for Review approval process.” andWe can't find the correct approvers for the first step on the Research Proposals Ready for Review approval process.


Challenge 1: Jose submits record for approval

Sign up for the Developer Edition org with special configuration. Make all the changes necessary so that Jose can submit Research Proposal records for approval.


  • Edit the “Research Proposal Ready for Review” approval process to add an automated approver and initial submitters.



  • Edit the Research approval detail page Submit for Approval button as per the image below.


  • Match the user management settings as per the below images.



  • Add read/edit access to the field Discussed with legal for the Research Manager profile.



Challenge 2: Approver Delegation and In Review flagging

Add a delegated approver to the approval process, and create a new In Review field that will flag records that are going through approvals.


  • Add Jose as Maria's manager and Maria as Jose’s delegated approver. Refer to the image below:



  • Create a field on Research Proposal called In Review (In_Review). This field should be Read Only for all user profiles.


  • Add field update in Initial submission action to set In Review to true.


  • Edit Approval steps to filter Research Proposal records that are not In Review. The owner of the record will be assigned approver.


  • Add field update in Initial submission action to set In Review to false.



Challenge 3: Final organization changes

Create a list view and a queue. Add the new queue as an approver on the Research Proposal approval process. Create a list view and a queue. Add the new queue as an approver on the Research Proposal approval process.


  • Create a queue with the label Research Proposal Approvers (with API name Research_Proposal_Approvers). Add the Research Manager role to be in the queue.


  • Create a list view on the Research Proposal called Proposals In Review (Proposals_In_Review) that displays only the records currently in the approval process; make sure that all users can see all proposals in review by using this list view.


  • Edit Approval steps to change the assigned approver to user Jose and Queue Research Proposal Approvers



Congratulations! You have earned this badge. If you are still stuck in the challenge and require assistance, please leave a comment or contact us at: Reach us. You can click on "Reach Us" on the website and share the error you are stuck with.


Blog Credit:

Team Avenoir


Avenoir Technologies Pvt. Ltd.

Reach us: team@avenoir.ai


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