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Vamsee Karamcheti How to Create Approval Process with Process Builder ?
Hello Buddies,
Can some one explain how to create Approval Process using Process Builder. I created on Approval Process and trying to initiate using process builder but it is not working fine. But Approval Process alone(With out Process Builder) is working as expected.
Any suggessions ?
Thanks in Advance !!!
Can some one explain how to create Approval Process using Process Builder. I created on Approval Process and trying to initiate using process builder but it is not working fine. But Approval Process alone(With out Process Builder) is working as expected.
Any suggessions ?
Thanks in Advance !!!
Process Builder has the ability to add either immediate or scheduled actions which will execute when the criteria we defined in the previous module evaluates to true.
Actions could be
Post to Chatter, Create a Record, and Submit for Approval.
Using the Lighting Process Builder you can either trigger an existing approval process built using approvals, or you can select Default approval process and rely on the system approver fields.
1.Click on Add Action
2.Action Type Submit for Approval
3.Select the Specific approval process already built called "Trip Approval Rule "(this is approval process created by me)
4.Save
I also suggest you refer below link for more information.
https://caitlinmarshall.wordpress.com/2015/01/24/approval-process-automation-with-salesforce-lighting-process-builder/
Please accept my solution as Best Answer if my reply was helpful. It will make it available for other as the proper solution. If you felt I went above and beyond, you can give me kudos.
Thanks and Regards
Sandhya
All Answers
Process Builder has the ability to add either immediate or scheduled actions which will execute when the criteria we defined in the previous module evaluates to true.
Actions could be
Post to Chatter, Create a Record, and Submit for Approval.
Using the Lighting Process Builder you can either trigger an existing approval process built using approvals, or you can select Default approval process and rely on the system approver fields.
1.Click on Add Action
2.Action Type Submit for Approval
3.Select the Specific approval process already built called "Trip Approval Rule "(this is approval process created by me)
4.Save
I also suggest you refer below link for more information.
https://caitlinmarshall.wordpress.com/2015/01/24/approval-process-automation-with-salesforce-lighting-process-builder/
Please accept my solution as Best Answer if my reply was helpful. It will make it available for other as the proper solution. If you felt I went above and beyond, you can give me kudos.
Thanks and Regards
Sandhya
I already tried in same way. But Its not getting triggered.
Please refer below link if this is the same error for you.
https://help.salesforce.com/apex/HTViewSolution?id=000213924&language=en_US
Hope this helps you!
Thanks and Regards
Sandhya
It is already unchecked. Please verify below image.
In logs, it says no approval process was found.
For this error, you need to consider below things.
Is there a chance you created the approval process but don't have it activated? Does your account meet the entry criteria for your approval process? This error is thrown when an object is attempted to be submitted for approval, and no approval process can be found, either because it isn't activated or your object doesn't meet the entry criteria.
Thanks and Regards
sandhya
I kept Process Builder in active state and Approval Process (which has called in Procee Builder) in inactive state.
I have a small doubt. Then what is need of process builder. Approval process itself is enough right ???
Please explain ...
Please refer below link for a detailed explanation.
http://www.cloudsocius.com/4-reasons-for-using-the-new-salesforce-process-builder/
Please let us know if this helps you!
Thanks and Regards
Sandhya
Can you please explain "The difference between Default Approval Process and Specific Approval Process."
Thank you Vamsee Karamcheti for showing how to debug.