Submit Approval Process activity

An activity that submits a record for approval in Salesforce.



Configure the Submit Approval Process activity

To configure the Submit Approval Process activity, do the procedure in this topic.

Prerequisites

  • An approval process for an entity in Salesforce.

Good to Know

  • In most text fields, you can use process data variables as an alternative to literal data values.
  • You can configure whether this activity waits for other activities before it runs.

    For more information, refer to How Do I Configure an Activity to Wait for Other Incoming Activities?

  • Documentation for Integrations with Third-Party, External, or Open Source Technologies

    The highest priority for AgilePoint NX Product Documentation is accuracy. Whenever feasible, AgilePoint provides input details, business rules, or example values for third-party integrations. These can include any technology that is not native to AgilePoint NX, such as Salesforce, Active Directory, or REST. However this information is subject to change without notice to AgilePoint. Because we can not guarantee the accuracy of this information, the details provided for third-party product input values, as well as examples for third-party product integrations, are limited in the AgilePoint documentation. It is the responsibility of third-party vendors to provide documentation related to these aspects of their software and services.

    For examples of use case implementations or configuration field input values for third-party products, AgilePoint recommends these resources:

    • AgilePoint Community Forums - An AgilePoint-moderated, crowd-sourcing user forum where you can ask questions about specific techniques, the solutions to use cases, workarounds, or other topics that may not be covered in the Product Documentation.
    • Professional Services - If you can not find the information you need for your specific business problem, mentoring is available through AgilePoint Professional Services.
    • Personalized Training - AgilePoint can provide personalized training for your organization. To request personalized training, contact AgilePoint Sales.
    • Third-Party Vendor Documentation - Whenever feasible, AgilePoint provides links to third-party vendor documentation.

      This does not include technology standards or protocols, such as JavaScript, REST, or FTP. Resources for these technical standards are publicly available on the Internet.

How to Start

  1. On the Application Explorer screen, do one of these:
  2. Do one of these:
    • Add an activity:
      1. In the Process Builder, in the Activity Library, open the Salesforce Salesforce icon tab.
      2. On the Salesforce Salesforce icon tab, drag the Submit Approval Process Submit Approval Process icon activity onto your process.
    • Change an activity:
      1. In your process, double-click your activity.

Procedure

  1. Complete the fields on the General Configuration screen.

    For more information, refer to Configure General Options for a CRM Activity.

  2. Click Trigger Workflow Rules Trigger Workflow Rules icon.
  3. Complete the fields on the Submit Approval Process screen.

    For more information, refer to Submit a Record for Approval in Salesforce.

  4. (Optional) Click Advanced Advanced icon > E-mail Notifications E-mail Notifications icon.

    For more information, refer to Configure E-mail Notifications for Any Activity.

General Configuration

Specifies the basic information for a CRM activity.

Screen



Fields

Field Name Definition

Display Name

Function:
Specifies the activity name that shows in your process.
Accepted Values:
One line of text that can have spaces.
Default Value:
None
Accepts Process Data Variables:
No
Example:
Refer to:

Description

Function:
Specifies an optional text description for your activity.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
No

Connection Timeout (Seconds)

Function:
Specifies the number of seconds permitted to complete an action before the connection stops.
Accepted Values:
An integer that represents a number of seconds.
Default Value:
600
Accepts Process Data Variables:
No

Submit Approval Process

Configures a submit approval process to submit a record for approval.

Screen



Fields

Field Name Definition

Salesforce

Function:
Specifies the access token that connects to your Salesforce application.
Accepted Values:
A list of access tokens configured for your environment.
Default Value:
None
Accepts Process Data Variables:
No

Add Token Add Token icon

Opens this Screen:
Access Token for Salesforce
Function of this Screen:
Configure an access token to connect to Salesforce.

Context ID

Function:
Specifies the context ID to submit for approval.
Accepted Values:
A valid context ID.
Default Value:
None
Accepts Process Data Variables:
Yes
Limitations:

The configuration details AgilePoint NX Product Documentation can provide for third-party integrations is limited. For more information, refer to the relevant section in Third-Party Vendor Documentation.

Approver ID

Function:
Specifies the ID of the Salesforce user who approves or rejects the record.
Accepted Values:
A valid Salesforce user ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Comment

Function:
Specifies a comment to associate with the approval process.
Accepted Values:
More than one line of text.
Default Value:
None
Accepts Process Data Variables:
Yes

Context Actor ID

Function:
Specifies the ID for the Salesforce user who submitted the record for approval.
Accepted Values:
A valid Salesforce user ID.
Default Value:
None
Accepts Process Data Variables:
Yes

Approval Process Name

Function:
Specifies the name of the approval process to which to submit the record.
Accepted Values:
The name of an approval process.

To complete the Approval Process Name field, click Reload Process Reload Process icon.

Default Value:
None
Accepts Process Data Variables:
Yes

Skip Entry Criteria

Function:
Specifies whether to evaluate the entry criteria for the process.
Accepted Values:
  • Selected - The record is not evaluated against the entry criteria set on the process specified for the Approval Process Name.
  • Deselected - The record is evaluated against the entry criteria set on the process specified for the Approval Process Name.
Default Value:
Deselected

Store the Response in Custom Attribute

Function:
Specifies the final result that says if the submission of record is approved or rejected in Salesforce.
Accepted Values:
A process data variable that accepts a Boolean value, or the text true or false.
  • True - The record submission is approved.
  • False - The record submission is rejected.
Default Value:
None
Accepts Process Data Variables:
Yes