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10,360  Points voting closed
Delivered in Spring '15
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Submit For Approval Through Workflow Rules

Process Builders & Workflow

I think it would be useful to be able to automatically submit records for approval using Workflow Rules. Some users may forget to click the 'Submit Approval' button, and lose precious time in a short sales cycle. Also, they may not realize that they need to submit a record for approval in certain circumstances. If you could Submit for Approval through Workflow Rules, certain conditions could trigger an automatic Approval submission. Does anyone else think this might be useful?

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Latest Comment from Salesforce

  • IdeaExchange Moderator - 4 years ago

    With the Spring '15 release, you can visually automate your business with the new Lightning Process Builder (now GA). 

    Please reference the release notes to learn more about it, and the many features and enhancements being delivered with it:
    http://releasenotes.docs.salesforce.com/spring15/spring15/release-notes/rn_forcecom_process_visually_automate.htm#rn_forcecom_visually_automate
     
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