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Auto Submit for Approval Using Flow

By Aman Garg · Published · Salesforce Administrator

Auto Submit for Approval Using Flow

How to Submit Records automatically and Call Approval process using Flow. Please Follow these steps to call the Approval process and Record sent for approval.

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 a 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, and Field Update according to your Requirements in the Initial Submitter Action, Final Approval Actions, or Final Rejected Actions.

2: Quick Find Box -> Search Flows -> Click on Flows.

  • Click the 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
      1. Status__c : Submitted
  • Click Save.

3: Click the (+) Icon.

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.

Conclusion

I hope you like this blog and if you want any help let me know in the comment section.

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