Does anyone have experience setting up expense approvals? Getting confused on what NS already has set in place vs what the custom workflow needs to do. I have an "add button" action on the WF for Approve. The transition is "execute on button = Approve" and then I have it changing the approval status to "approved" and "Next approver" to be null. I get a confirmation that the record is processed but none of the values actually change. I tried clicking the button itself on the expense report and nothing happens either. The workflow tab on the record shows that it's still in that first initial state

Does your transition have a condition on it other than the execute on button? If you look at the workflow log can you confirm it’s in pending approval state?

@AI1 Hi the transition does not have a condition on it. What would the condition need to be? It is in the pending approval state

No it’s just sometimes a condition stops the transition from happening Can you look at the workflow log under system info on the expense report record and see what the WF is trying to do?

@AI1 There is no log of anything under the WF Log for some reason

Lastly your workflow might be “starting over” so it may be going to approve then circling back to pending approval or the start state right away Try checking “do not exit workflow” in your approve state