Submit Approval Process activity

An activity that submits a record for approval in Salesforce.


Submit Approval Process activity

Configure the Submit Approval Process activity

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

Examples

Prerequisites

  • An approval process for an entity in Salesforce.

Good to Know

How to Start

  1. Open Process Builder.

    For information about how to open this screen, refer to Process Builder.


    Open Process Builder
  2. In the Process Builder, in the Activity Library, open the Salesforce tab.

    Salesforce tab
  3. On the Salesforce tab, drag the Submit Approval Process activity onto your process.

    Submit Approval Process activity

General Configuration

Specifies the basic settings for the Submit Approval Process activity.

Figure: General Configuration screen

General Configuration 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:
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:

Submit Approval Process Configuration screen

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

Figure: Submit Approval Process Configuration screen

Submit Approval Process Configuration 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
Example:
Refer to:

Create Add Token icon

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

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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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. It is the responsibility of the vendors who create and maintain these technologies to provide this information. This includes specific business use 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, or 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 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 Response in This Variable

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