Approval Processes in Salesforce are essential for managing purchase requests, expenses, contracts, and other business approvals in a controlled and trackable way. However, Salesforce doesn’t provide a simple “Submit for Approval” button out of the box for custom objects unless additional automation is used.
By combining an Autolaunched Flow with a Salesforce Approval Process, we can create a clean, one-click submission experience directly from the record page.
In this blog, we’ll demonstrate how to achieve this using:
- A Custom Object (Purchase Request)
- An Autolaunched Flow
- A Salesforce Approval Process
This approach allows users to submit requests quickly while keeping the approval stages fully automated without using any code.
Requirement
Users need a simple, one-click way to submit Purchase Requests for manager approval. The status of the request should automatically update based on approval or rejection—using no Apex code.
Step 1: Custom Object – Purchase Request
Let’s consider a custom object Purchase Request, created to track and manage purchasing needs.
It includes a picklist field Status with values such as Submitted, Approved, and Rejected.
Step 2: Create the Approval Process
Set up an Approval Process for the Purchase Request object.
Final Approval Action
Add a Field Update to automatically set Status = Approved.
Final Rejection Action
Add another Field Update to set Status = Rejected.
Step 3: Build the Autolaunched Flow
Create an Autolaunched Flow that submits the record for approval.
Note:
It is mandatory to create a variable RecordId as the flow needs to know which specific record to act on.
Step 4: Add the Submit Button on the Layout
Create a custom button labeled Submit for Approval and add it to the page layout.
Button URL
/flow/PR_Submit_Approval_Flow?recordId={!Purchase_Request__c.Id}
When the user clicks this button, the Flow runs automatically and submits that specific Purchase Request for manager approval.
Conclusion
With a Flow-powered “Submit for Approval” button, users can send Purchase Requests for approval instantly without navigating through multiple steps. The Flow handles submission, updates the status to Submitted, and the Approval Process manages the final Approved or Rejected update.
This seamless integration makes your approval cycles faster, fully automated, and easy to track.
Automating Purchase Requests with Flow and Approval Processes not only enhances user experience but also ensures consistent and controlled business operations.
By following the above blog instructions, you will be able to learn One-Click Approvals in Salesforce: Automate Approval Processes Using Autolaunched Flows. If you still have queries or any related problems, don’t hesitate to contact us at salesforce@greytrix.com. More details about our integration product are available on our website and Salesforce AppExchange.
We hope you may find this blog resourceful and helpful. However, if you still have concerns and need more help, please contact us at salesforce@greytrix.com.
About Us
Greytrix – a globally recognized and one of the oldest Sage Development Partner and a Salesforce Product development partner offers a wide variety of integration products and services to the end users as well as to the Partners and Sage PSG across the globe. We offer Consultation, Configuration, Training and support services in out-of-the-box functionality as well as customizations to incorporate custom business rules and functionalities that require apex code incorporation into the Salesforce platform.
Greytrix has some unique solutions for Cloud CRM such as Salesforce Sage integration for Sage X3, Sage 100 and Sage 300 (Sage Accpac). We also offer best-in-class Cloud CRM Salesforce customization and development services along with services such as Salesforce Data Migration, Integrated App development, Custom App development and Technical Support business partners and end users. Salesforce Cloud CRM integration offered by Greytrix works with Lightning web components and supports standard opportunity workflow. Greytrix GUMU™ integration for Sage ERP – Salesforce is a 5-star rated app listed on Salesforce AppExchange.
The GUMU™ Cloud framework by Greytrix forms the backbone of cloud integrations that are managed in real-time for processing and execution of application programs at the click of a button.
For more information on our Salesforce products and services, contact us at salesforce@greytrix.com. We will be glad to assist you.
Related Posts