Submit for Approval : If we have exiting Approval process for any opportunity or any other object then we can execute automatically using Process Builder.
Note: Create approval process as per your requirement. Here we create if “Opportunity Stage = Negotiation/Review” and “Amount > 100”.
Let’s create setup
Video
- Click Setup
- Search Process Builder
- Click New
- Process Name: Opportunity Submit for Approval
- The process starts when: A record changes
- Click Save
- Select Object: Opportunity
- Start the process: when a record is created or edited
- Because we need to execute when stage is change
- Click Save
- Write Criteria Name
- Set Conditions: We have below conditions
- Stage = Negotiation/Review
- Amount > 100
- Select Do you want to execute the actions only when specified changes are made to the record? : Yes
- Click Save
- Click Add Action
- Select Action Type: Submit for Approval
- Action Name: Opportunity Approval
- Approval Process: Select your existing Approval Process
- Click Save
- Click Active
- Above screen you can see it’s automatically summited for approval when condition matched.