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 this type of requirement through the following methods:

  • Using Process Builder.
  • Using a combination of Flow (submit for the approval-static action) and Process Builder.
  • Using a combination of Flow and the Inline Visualforce page on the object's detail page.

Let's look at a business scenario. Suppose that 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 ...

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