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Approve Records with Approval Processes > Build an Approval Process

Last updated at Posted at 2023-03-28

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アカウントの確認コードを再生成したところ、プレビュー メールを送信できました。

別のユーザーを受信者として選択しましたが、User オブジェクトは現在ログインしているアカウントを参照しています。私のシステム管理者アカウントには {!User.Manager} がないため、値は空白です。

個人的には、これは直感的ではないバグのように思えます。受信者がユーザーに設定されていて、特にユーザーを指定すると、{!User} コンテキストが選択したものにマップされるはずです。

We approved an account, but we can't find that account's Type set to 'Customer

This is because you have created the same action in "Account Approval Process." approval process. First delete the action from this process and then try. Let me know if you are facing any further issues.

その他

自分でやったときの情報

注意
Before You Start
Go to Object Manager. In Fields and Relationships for the Account object, check the Type field’s picklist values for Prospect, Customer, and Pending. Add any of these values that are missing.

  • 何もしないで検証ボタンをクリック

We can't find an active approval process named Approve New Account. Make sure the unique name is 'Approve_New_Account'.

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