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Build a Discount Approval Process > Create Initial Submission Actions

Last updated at Posted at 2022-11-16

案外よく見かける質問ですが、解決方法はよく分からないですね。

The 'Discount Approval Process' did not successfully submitted an opportunity for approval when the discount percentage was set to greater than 0.

正解の設定

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Two checkpoints are mentioned.

  • チェックポイント1

The 'Discount Approval Process' did not successfully submitted an opportunity for approval when the discount percentage was set to greater than 0.

あなたのユーザー レコードでは、マネージャールックアップ フィールドでレポート マネージャーとしてCourtney Brownが選択されていないようです。これについては、Courtney Brown ユーザーを作成した後 の最初の単元「組織の準備」で説明しました。

以下で同じものを見つけてください。

あなたはコートニーに報告することになるので、彼女をあなたのマネージャーにしてください。

[設定] から、[クイック検索] ボックスに 「ユーザー」 と入力し、[ユーザー] を選択します。

  1. 名前の横にある[編集] をクリックします。
  2. [承認者の設定] で、[マネージャー] フィールドの横にあるルックアップ アイコンをクリックし、Courtney Brown を検索してから、彼3. 女の名前をクリックします。
  3. [保存]をクリックします。

It seems in your user record, a Manager lookup field is not selected Courtney Brown as your reporting Manager and this has been discussed in the first unit "Prepare Your Org" after creating the Courtney Brown user.

Please find the same below:

You’ll be reporting to Courtney, so make her your manager.

1 .From Setup, enter User in the Quick Find box, then select Users.
2. Click Edit next to your name.
3. Under Approver Settings, click the lookup icon next to the Manager field and search for Courtney Brown, then click on her name.
4. Click Save.

  • チェックポイント2

Discount Percentという名前で作成された別のカスタム フィールドがあり、承認プロセスのエントリ基準で選択されているようです。割引率フィールドに変更したところ、チャレンジが期待どおりに機能するようになりました。

It seems there is another custom field created with the name Discount Percent and it was selected in Approval Process Entry Criteria. I have changed it to the Discount Percentage field and now the challenge is working as expected.

The 'Discount Approval Process' did not successfully submitted an opportunity for approval when the discount percentage was set to greater than 0.

指示通りの設定ができていなかったようです。

Did you make this setting?
image.png

Opportunity: Discount Percentage GREATER THAN 0
Opportunity: Discount Percent GREATER THAN 0

Just found the issue. Instead of "Opportunity: Discount Percentage GREATER THAN 0", I was using the " Opportunity: Discount Percent GREATER THAN 0". Solved now. :)

類似の質問

Create Initial Submission Actions Error

I found out why I was coming across this error. Make sure you select "Opportunity: Discount Percentage" and NOT Opportunity: Discount Percent". I had that latter and was getting that error

image.png

I deleted the Discount Approval Process and configured it again and it was a success.


it seems the issue was due to the field Discount Percentage not being visible to the System Administrator profile.

image.png

Discount Percent --> Discount Percentage

It seems there is another custom field created with the name Discount Percent and it was selected in Approval Process Entry Criteria. I have changed it to the Discount Percentage field and now the challenge is working as expected.

Discount Percent --> Discount Percentage

image.png

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