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Classic approval process troubleshooting

Key Takeaway

To troubleshoot a classic approval process, read the error the submitter or approver sees, check the record's Approval History related list, and then fix the cause.

A classic approval process sends a record through one or more approvers after a user clicks "Submit for Approval". Common causes of problems are entry criteria, approver fields like Manager, field updates that fail validation, and email replies. Matching what the submitter or approver sees to one of these causes tells you what to fix.

How to troubleshoot a classic approval process
  1. Read the exact error that the submitter or approver sees.
  2. Check where the record sits in the process by viewing its "Approval History" related list. The statuses are:
    • Submitted
    • Pending: submitted and waiting for approval or rejection
    • Approved
    • Rejected
    • Reassigned: submitted but assigned to a different approver
    • Recalled: submitted, then recalled from the process
  3. Fix the cause.
Platform Administrator II Study Guide

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