Use the Stage Exit Condition

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions where Advanced Approvals is enabled

For example, let's consider a discount approval stage with two steps:

• Step 1

  Required if the discount is greater than 10%

• Step 2

  Required if the discount is greater than 20%

If a sales rep submits a quote with a 15% discount, Step 1 will trigger and complete. However, Step 2 will never start. Since the stage is configured to wait for all steps to finish, it will get stuck waiting for Step 2, and the workflow can't move on.

To resolve this, you must define a smarter exit condition. In the Stage element, change the condition to When the specified requirements are met, the stage is marked Complete. This allows you to define the exact logic for when the stage should be considered complete by accounting for every possible scenario.

You can apply this logic by following steps as detailed in the Example: Configure an Approval Workflow topic with the values from this example. But, when you’re creating an approval stage, combine these three cases into a single custom requirement. The stage is marked complete when ANY of the following logic blocks is true:

• Discount <= 10%. No approvals are necessary.

(OR)

• (Discount > 10% AND Discount <= 20% AND Step 1 review is approved) Step 2 approvals aren’t necessary here.

(OR)

• (Discount > 20% AND Step 1 AND Step 2 reviews are complete)

(OR)

• (Discount > 20% AND Step 1 review has been rejected) Step 2 approvals aren’t necessary here.

The logic should look like this.