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Can I invoke an Approval Process from an SFM?

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Roast Chef
Roast Chef

Can I invoke an Approval Process from an SFM?

I thought I had seen somewhere that I can call an approval process via an SFM, anyone know if that's right or not, and more importantly, how to do it?

I want to create a Work Order closure SFM page that needs to submit for approval once the information has been entered.

Mark

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Employee
Employee

Re: Can I invoke an Approval Process from an SFM?

Hi Mark Taylor​,

The Approval Process should initiate once the record meets the criteria on the SFDC Approval Process created. You can create an SFM which populates custom fields (Example: Start Approval Process) which will initiate the approval process. The criteria for the approval process to initiate would have to contain that custom field. Let me know if this helps.

-Godo

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Roast Chef
Roast Chef

Re: Can I invoke an Approval Process from an SFM?

Thanks but I was not aware that it would automatically enter an approval process, I assume that we would need a trigger or flow to put it into the approval process?

Mark

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