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Vamsee KaramchetiVamsee 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 !!!
Best Answer chosen by Vamsee Karamcheti
SandhyaSandhya (Salesforce Developers) 
Hi Vamsee,

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

User-added image

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

sathishkumar periyasamysathishkumar periyasamy
You can use "Submit for Approval" in process builder. Please refer below image

User-added image
SandhyaSandhya (Salesforce Developers) 
Hi Vamsee,

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

User-added image

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





 
This was selected as the best answer
Vamsee KaramchetiVamsee Karamcheti
Dear Sathish/Sandhya,

I already tried in same way. But Its not getting triggered.
SandhyaSandhya (Salesforce Developers) 
Hi Vamsee,

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
Vamsee KaramchetiVamsee Karamcheti
Thanks for the quick response Sandhya.

It is already unchecked. Please verify below image.

User-added image
SandhyaSandhya (Salesforce Developers) 
Is it throwing any error?did u see your debug logs?
Vamsee KaramchetiVamsee Karamcheti
Please find Debug log, It is showing as below.


User-added image
SandhyaSandhya (Salesforce Developers) 
Hi,

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
Vamsee KaramchetiVamsee Karamcheti
Yeah .... Do I need to keep the Approval Process and Process Builder as well in Active mode ?

I kept Process Builder in active state and Approval Process (which has called in Procee Builder) in inactive state.
SandhyaSandhya (Salesforce Developers) 
Yes, it should be activated.
Vamsee KaramchetiVamsee Karamcheti
Thanks for your detailed explanation !!!

I have a small doubt. Then what is need of process builder. Approval process itself is enough right ???
Vamsee KaramchetiVamsee Karamcheti
And one more doubt is whats the difference between Default Approval Process and Specific Approval Process.

Please explain ...
SandhyaSandhya (Salesforce Developers) 
Hi,
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
Vamsee KaramchetiVamsee Karamcheti
Thank you very much....

Can you please explain "The difference between Default Approval Process and Specific Approval Process."
Sunil Shah 12Sunil Shah 12
Thank you Sandhya. I had a similar question.

Thank you Vamsee Karamcheti for showing how to debug.