Configure the Trigger Application Approval Flow

Use the Trigger Application Approval flow template to automate the application approval process in your org.

1. From Setup, in the Quick Find box, enter Flows, and then click Flows.
2. In the list of flows, click Trigger Application Approval.
   The selected flow opens in Flow Builder.
3. To edit the fields that are validated for an individual application, click the Validate Application element, then click Edit Element.
   The template accepts Individual Application objects that have the Id field set to the ApplicationId, the status field set to Submitted, and the category field set to Program.

   

   Tip For the "No" sections of the decision elements, you can trigger an email with customized error messages. To know more, see the Trailhead module, Data and Actions in Flows.
   The Get first Application Item and Get ProgramProduct elements fetch the Application Item and ProgramProduct records, respectively. The Validate Program is Active elements fetch the ProgramID record and check if the program is active.
4. Send an application for approval.
   1. Click the Get Action Plan Template element, and then click Edit Element.
   2. Fetch the action plan template name from the DEFAULT_APT_Name variable.
   3. Click the Create Action Plan element, and then click Edit Element.
   4. In Object, enter Action Plan, and then set the field values for the action plan.
   5. To start an approval process for the application, create an Action element that passes the individual application ID to your configured approval process.