Approval Routing Issue - When I choose "Make Copy" from the "Actions" drop-down on my vendor bill is there a way I can have the new copy not "Approved". Right now, whenever a bill is approved and I want to make a copy of it, it automatically sets the Status as approved instead of Pending Approval. Any ideas how I can do this thorugh my workflow?

You can use a workflow to set that.

2 possibilities: 1) sometimes when you make copy, on the new record form before saving, status carries over original record’s status, but once you hit save, status will be changed to pending approval, if your workflow works “on create”; 2) if status doesn’t change back to pending approval which means you don’t have the workflow, then you will have to create the workflow for approval routing :)

I have the workflow in place that works correctly, this is my log on the new bill when I make a copy from the approved bill; it seems to be carrying over the Approved State from the old bill:

Will have to take a closer look at your workflow. Can you screenshot your create bill, pending approval, and the transition between those two, as well as transition between pending approval and approved?

@April Wu Here is the Create Bill Workflow State

@Yossup - I will need to take a look at the transitions between create and pending, and between pending to approved as well

Sure Ill do all that right now! Thanks so much

and the transition between pending and approval :)

@April Wu Here is the workflow log

hmm from the workflow and active workflow, looks like it's been routed to CEO approval on 2/10 at 7:17am and then CEO approved on 2/19

Even if I copy a bill that is pending approval it still goes directly to approved state. Same is true if I make copy on an approved bill. The later one was pending approved when I make copy.

for a bill that's created and directly inherit a approved status, I will have to take a look at the screenshot on active workflow and workflow history for the same record tho, to see which route it's been through (aka the create --> pending --> CEO approval --> approved or create > pending > approved).

The new Bill state is nothing. Nothing actually connects to it..

so after you save, the status remained approved?

Hmm lemme try

whats the transition between create v exit?

Here you go

So looks like this vendor doesn't have an approver in this specific case

Hm, you can see that the Next Approver field is filled

good call. I'd enable logging first then re-do the make copy, and see what the log says

Good point, Im going to do that