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.

Examples

(Example) How to Get the Access Token Credentials from Salesforce

Prerequisites

An approval process for an entity in Salesforce.

Good to Know

To send an e-mail notification, click Advanced > E-mail Notifications .
For more information, refer to Configure E-mail Notifications for Any Activity.
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?
Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?

How to Start

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

General Configuration

Specifies the basic settings for the Submit Approval Process activity.

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: This is a common configuration field that is used in many examples. Refer to: Examples - Step-by-step use case examples, information about what types of examples are provided in the AgilePoint NX Product Documentation, and other resources where you can find more examples.
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, representing a number of seconds. Default Value: 600 Accepts Process Data Variables: No Limitations: This field is available in these releases: AgilePoint NX OnDemand (public cloud) AgilePoint NX PrivateCloud or AgilePoint NX OnPremises v7.0 Software Update 2 or higher

Submit Approval Process

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

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 Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Add Token	Opens this Screen: Access Token for Salesforce Function of this Screen: Configure an access token to connect to Salesforce. Example: Refer to: (Example) How to Get the Access Token Credentials from 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: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 Limitations: Some information about third-party integrations is outside the scope of the AgilePoint NX Product Documentation, and it is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business uses cases and examples; explanations for third-party concepts; details about the data models and input and output data formats for third-party technologies; and various types of IDs, URL patterns, connection string formats, and other technical information that is specific to the third-party technologies. For more information, refer to Where Can I Find Information and Examples for Third-Party Integrations?
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 . 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