+ Start a Discussion
이상희이상희 

When approval process update lead status, trigger process builder and flow

Hi,

I set up approval process, process builder and flow.
1. approval process
 - if Admin approve approval request, lead status is changed to Qualified.
2. process builder
 - if lead status was changed to Qualified, create account and opportunity record.
3. flow
 - if lead status was changed to Qualified, delete lead record that was requested.

But, when approval process update lead status to Qualified (when Admin approve approval request, lead status is changed to Qualified),
Don't implement function that is due to process builder and flow.
however when directly change lead status, process builder and flow normally operated.

How do we get approval process updating to execute process builder and flow?
Best Answer chosen by 이상희
Satish InugantiSatish Inuganti
Hi ,

In your approval process field update there will be an option to "Re-evaluate Workflow Rules after Field Change". Please mark this true that will help to re-evaluate all the workflow rules & process builders.

User-added image

All Answers

Satish InugantiSatish Inuganti
Hi ,

In your approval process field update there will be an option to "Re-evaluate Workflow Rules after Field Change". Please mark this true that will help to re-evaluate all the workflow rules & process builders.

User-added image
This was selected as the best answer
이상희이상희
Hi Satish.

Very Thank you!!! After Check, Process builder normally was implemented.
But, Flow builder that set to delete lead did not be implemented.
So, i want to add flow builder in process builder!
(In Process builder action type choose 'Flow' and i want add flow that was setted.)
but i don't find flow that was setted.

how can i add flow that i was setted?
User-added image
User-added image