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Automate Your Business Processes with Salesforce Flow
Add a Custom Button to Run an Autolaunched Flow Approval Process

Add a Custom Button to Run an Autolaunched Flow Approval Process

After you create a button that runs an active, autolaunched flow approval process, add it to the Lightning Experience record page layout for the affected object. After it’s added to the record page layout, users can manually submit records for approval.

Required Editions

View supported editions for Flow Approval Processes.
User Permissions Needed
To customize detail page layouts in Lightning App Builder: Customize Application

To add a custom button to an object’s record page layout, you must have created a custom button.

Note
Note The Submit for Approval button supports only classic Approval Processes. You can find the Submit for Approval Button in Object Manager under the Button, Links, and Actions section.
  1. Open the record page for the object that you want to add a custom button to.
  2. From the Setup menu on the record page, select Edit Page.
  3. Select the Highlights Panel at the top of the page layout.
    The Page > Highlights Panel opens.
  4. In Page > Highlights Panel, under Actions, click Add Action.
  5. For Actions, enter the label for the custom button you created.
    A list of all items that contain the text you typed is shown.
  6. Under Custom Buttons, select the name of the custom button that you created and then click Done.
    The button label is added to the bottom of the list of actions for the highlights panel.
  7. Optional. If you want to change the order that the custom button appears in the record page layout, drag the it to a higher location in the actions list.
  8. Save your work and exit Lightning App Builder.
    The custom button now appears in the top panel of the record page.
 
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