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akashakash 

How to Create a process for auto-submission of approval using process builder (Object - Opportunity)

Best Answer chosen by akash
PriyaPriya (Salesforce Developers) 
Hi Akash,

If we have exiting Approval process for any opportunity or any other object then we can execute automatically using Process Builder.

Note :-  Create approval process as per your requirement. Here we create if “Opportunity Stage = Negotiation/Review” and “Amount > 100”.

Let’s create setup
  1. Click Setup
  2. Search Process Builder
  3. Click New
  4. Process Name: Opportunity Submit for Approval
  5. The process starts when: A record changes
  6. Click Save
  7. Select Object: Opportunity
  8. Start the process: when a record is created or edited
  9. Because we need to execute when stage is change
  10. Click Save
  11. Write Criteria Name
  12. Set Conditions: We have below conditions
  13. Stage = Negotiation/Review
  14. Amount > 100
  15. Select Do you want to execute the actions only when specified changes are made to the record? : Yes
  16. Click Save
  17. Click Add Action
  18. Select Action Type: Submit for Approval
  19. Action Name: Opportunity Approval
  20. Approval Process: Select your existing Approval Process
  21. Click Save
  22. Click Active

Now the record automatically summited for approval when condition matched

Reference :- here (https://medium.com/@divyeshardeshana/how-to-submit-for-approval-using-process-builder-9932eef08db)
 

Kindly mark it as the best answer if it works for you.

 

Thanks & Regards,

Priya Ranjan