Hello friends, In this post, you will see an example that helps you to understand, how to call an approval process through flow. This is really helpful for those requirements where you have to submit a record through automation for approval. So let's get started,
Call approval process through lightning flow
To implement this example, We have to create two things, These are,
1. Approval Process
2. Lightning Flow
First we have to create an approval process that used to approved those accounts records whose "Rating" field value is "Hot". Here is my approval process.
Now we have to create a lightning flow for the automation of above approval process. So let's create a flow using the following steps.
Step 1. Click on "New Flow" button and select "Record-Triggerd Flow" then click "Create" button.
Step 2. On configuration page select "Account" as object. Trigger the flow when: A record is created. After that set the entry condition(This is not mandatory, you can use this option as per your need). Click on "Done" button.
Step 3. Click on the "Add Element" icon.
Step 4. Click on the "Action" element. This will open action popup window.
Step 5. In action window select the "Approval" category and in action select the "Submit for Approval". Enter "Label" of your action then select current account "Record ID" after that enter the API name of your approval process in "Approval Process Name Or ID" field at last put the "Submission Comment". After that click on "Done" button.
Step 6. Save the lightning flow. By providing flow label and then hit save button.
Step 7. Finally, Activate the lightning flow.
Create an Account record with "Hot" rating to test the flow and approval process.
Output:
Hope you like this post, for any feedback or suggestions please feel free to comment. I would appreciate your feedback and suggestions.
Thank you.
0 Comments
Post a Comment