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Configure the Process Approved Application Flow
Use the Process Approved Application flow template to automatically create a program enrollment for approved applications.
See the Trailhead module, Flow Builder Basics.
- From Setup, in the Quick Find box, enter Flows, and then click Flows.
-
In the list of flows, click Process Approved
Application.
The selected flow opens in Flow Builder.
-
Edit the conditions of the record-triggered
flow.
- Click the Start element.
- In Object, enter Individual Application.
- In Configure Trigger, select A record is updated.
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In Set Entry Conditions, set the Status
field to Approved.
The flow triggers for all individual applications that have their status set to Approved.
- Use the Get Application Item element to fetch the Individual Application ID field from the Individual Application Item object.
- Use the Get Program Product element to fetch the Program Product ID field from the Program Product object.
- Use the Create Program Enrollment element to generate a Program Enrollment record based on the details of the application and update the status of the application to Applied.

