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 email notification, click Advanced > Email Notifications .
For more information, refer to Email Notifications screen (Process Activities).
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?
This section shows the configuration settings on the configuration screens for this activity. Other configuration settings apply to system activities. For more information, refer to:
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?

How to Start

Open Process Builder.
For information about how to open this screen, refer to Process Builder.
In Process Builder, in the Activity Library, open the Salesforce tab.
On the Salesforce tab, drag the Submit Approval Process activity onto your process.

General Configuration

Specifies the basic settings for the Submit Approval Process activity.

Fields

Field Name	Definition
Display Name	Description: Specifies the activity name that shows in your process. Allowed Values: One line of text (a string). Accepted: Letters Numbers Spaces Default Value: None Accepts 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	Description: Specifies an optional text description for your activity. Allowed Values: More than one line of text. Default Value: None Accepts Variables: No
Connection Timeout (Seconds)	Description: Specifies the number of seconds permitted to complete an action before the connection stops. Allowed Values: An integer. Represents: A number of seconds Default Value: 600 Accepts 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 Configuration screen

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

Fields

Field Name	Definition
Salesforce	Description: Specifies the access token that connects to your Salesforce application. Allowed Values: A list of access tokens configured for your environment. Default Value: None Accepts Variables: No Example: Refer to: (Example) How to Get the Access Token Credentials from Salesforce
Create	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	Description: Specifies the context ID to submit for approval. Allowed Values: A valid context ID. Default Value: None Accepts 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	Description: Specifies the ID of the Salesforce user who approves or rejects the record. Allowed Values: A valid Salesforce user ID. Default Value: None Accepts 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	Description: Specifies a comment to associate with the approval process. Allowed Values: More than one line of text. Default Value: None Accepts Variables: Yes
Context Actor ID	Description: Specifies the ID for the Salesforce user who submitted the record for approval. Allowed Values: A valid Salesforce user ID. Default Value: None Accepts 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	Description: Specifies the name of the approval process to which to submit the record. Allowed Values: The name of an approval process. To complete the Approval Process Name field, click Reload Process . Default Value: None Accepts Variables: Yes
Skip Entry Criteria	Description: Specifies whether to evaluate the entry criteria for the process. Allowed 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	Description: Specifies the final result that says if the submission of record is approved or rejected in Salesforce. Allowed 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 Variables: Yes