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sudhirn@merunetworks.com
Automatically fire approval process when record is created
Hi,
I have a custom object called expense when records is created I need to automatically call the process that is created on expense please suggest me how to create this process.
Can we call approvall process using trigger Please suggest
Thanks
Sudhir
I have a custom object called expense when records is created I need to automatically call the process that is created on expense please suggest me how to create this process.
Can we call approvall process using trigger Please suggest
Thanks
Sudhir
If you want that your approval process will be automatically called only when your record is created than you must use only insert action in your trigger.
I have updated your trigger code, please use the below code : Remember that this trigger will only fire when a record is created. It will not fire on update.
If you want approval process to be fired on Update also than please let us know so that we can make the neccessary changes.
Thanks,
Abhishek
All Answers
You can acheive this in two ways.
Using process builder to call the approval process.
Then you can create a apex trigger, if the condition met then approval process will be fired automatically.
http://www.jdope.com/blog/lock-a-record-using-process-builder-and-a-dummy-approval-process/
Thanks,
Vijay
I am using below code in trigger to fire approval process its working as expected problem is same process is firing multiple time please suggest me how to make it fire only once
Thanks
Sudhir
If you want that your approval process will be automatically called only when your record is created than you must use only insert action in your trigger.
I have updated your trigger code, please use the below code : Remember that this trigger will only fire when a record is created. It will not fire on update.
If you want approval process to be fired on Update also than please let us know so that we can make the neccessary changes.
Thanks,
Abhishek