How to Submit Record automatically and Call Approval process using Flow. Please Follow these steps to call Approval process and Record sent for approval.
Step 1: Create an Approval Process.
- Quick Find Box -> Search Approval Process -> Click Approval Process.
- Select Object.
- Click New Approval Process.
- Click Use Standard Setup Wizard.
- Enter Process Name
- Enter Unique Name.
- Click Next
- Specify Entry Criteria:
- Status Equal Submitted.
- Click Next
- Select Fields to Display on Approval Page Layout
- Click Next
- Initial Submitter
- Select Record Owner
Note**: Everyone Can add Email Alert, Field Update according to your Requirements in the Initial Submitter Action or Final Approval Actions or Final Rejected Actions.
Step 2: Quick Find Box -> Search Flows -> Click on Flows.
- Click New Flow Button.
- Flow Type: Record — Triggered Flow
- Select Object.
- Configure Trigger
- Trigger the Flow When:
- When Record is Created
- Set Entry Conditions:
- Condition Requirements
- Status__c : Submitted
- Click Save.
Step 3: Click (+) Icon.
Step 4: Click Action.
- Search Submit for Approval in Action Name.
- Label Name — Auto Submit for Approval
- API Name — Auto_Submit_for_Approval
- Record Id : {!$Record.Id}
- Click Done.
- Click Save.
- Label:
- API Name :
- Click Activate.
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Originally published at http://amansfdc.wordpress.com on February 25, 2023.
