Is there a way to skip an approval step in order to auto-approve and move directly to the final approval actions?
My entry criteria for the approval process is the following: OR(Account_Manager__r.Id = OwnerId, Technical_Manager__r.Id = OwnerId)
The record then gets locked. Next, I want it to execute the field updates in the final approval actions which update the record status and set the approval date. I don't want the people who fit the entry criteria to have to approve their own requests. In that case, it should be auto-approved.
- Update: Even if you put the opposite as the approval step, else "approved" SF still makes you select an approver when clicking 'next'. I selected the account manager (thinking it would never make it that far since using the 'opposite, else approved' in the first part of the approval step)- but it still does. It is pending their approval. What am I missing here?
Best Answer
Yes, I usually put a completely opposite criteria for Step1, and "else Approve", so in your case it would be:
AND(Account_Manager__r.Id <> OwnerId, Technical_Manager__r.Id <> OwnerId)