Application Approval Process for Self-Service Portal

Automate the application approval process for Clean Energy programs.

Application Approval Process

Application Approval Process Summary

The Scheduled Application Approval flow runs once a day for all submitted applications. For each submitted application, the schedule-triggered flow launches the Trigger Application Approval flow.

The Trigger Application Approval flow:

• Validates the fields in each submitted individual application.

• Fetches the objects associated with the individual application.

• Creates action plans for manual approval. See Configure Action Plan Templates for Application Approval Template.

• Launches a request for manual approval by using approval processes. Configure Approval Processes for Application Approval Template.

The Process Approved Application flow launches automatically when an application status is set to Approved. The flow creates a program enrollment record for approved applications.

Note To manually reject an application, you must add a rejection reason on the Application Detail page, and then click Reject.

• Set Up Application Approval Template
  To set up the application approval template, you must add users to the queue, clone and publish action plan templates, add the action plans list component to the individual applications page, and add approval history to the individual applications page.
• Deploy Application Approval Metadata
  Download the Application Approval SFDX metadata, and deploy them to your Salesforce org.
• Configure Approval Processes for Application Approval Template
  Approval processes specify the sequence of the steps that are required to approve a record. Explore the sample approval process to plan your implementation.
• Configure Action Plan Templates for Application Approval Template
  Action plan templates define the tasks and action items required to complete an approval.
• Configure the Scheduled Application Approval Flow
  Use the Scheduled Application Approval flow template to automatically trigger the application approval process at a certain time every day for all submitted applications in your org.
• Configure the Trigger Application Approval Flow
  Use the Trigger Application Approval flow template to automate the application approval process in your org.
• Configure the Process Approved Application Flow
  Use the Process Approved Application flow template to automatically create a program enrollment for approved applications.