Hands on 7 - submitting a record to an Approval Process

Process Builder also allows you to auto-submit a record to an Approval Process. Currently, the user has to manually submit a record for the Approval Process. You can achieve these types of requirements using the following methods:

  • Process Builder
  • A combination of Flow (submit for the Approval-static action) and Process Builder
  • A combination of Flow and the Inline Visualforce page on the object's detail page

Let's look at a business scenario. Helina Jolly is working as a system administrator at Universal Containers. She has created a process (Post Opportunity Information to Chatter Group) to post Opportunity details to a Chatter group if the amount is greater than $1,000,000 and send ...

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