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Create Automation for Submitting Positions for Approval

Now that you’ve set up an approval process, continue to automate recruiting tasks by creating a flow that automatically submits new positions for approval.

Use Flow Builder to Create a New Automation

Use Flow Builder to set up the automation.

  1. From Setup, enter flows in the Quick Find box and select Flows.
  2. Click New Flow.
  3. Select Record-Triggered Flow and click Create.
  4. Enter and select Position for the Object.
  5. Select A record is created or updated in the Configure Trigger section.
  6. In the Condition Requirements, select All Conditions Are Met (AND).
  7. Click Add Condition until there are 5 field options available.
  8. Set the conditions.

    Field Operator Value
    1. Status__c Equals New
    2. Job_Description__c Is Null {!$GlobalConstant.False}
    3. Department__c Is Null {!$GlobalConstant.False}
    4. Education__c Is Null {!$GlobalConstant.False}
    5. Hiring_Manager__c Is Null {!$GlobalConstant.False}
  9. Select Only when a record is updated to meet the condition requirements in the When to Run the Flow for Updated Records sectionCompleted Entry Conditions screen.
  10. Ensure Actions and Related Records is selected.
  11. On the flow canvas, hover over Add Element  and click Add Element to add an element.
  12. In the Add Element search box, enter action and select Action.
  13. Enter submit in search all actions… and select Submit for Approval.
  14. Fill in the details:
    • Label: Submit Position for Approval
    • For Record ID, select $Record > Id
  15. Click Done.
  16. Click the Submit Position for Approval action.
  17. Click Edit Element.
  18. Toggle the Approval Process Name Or ID to Include and select Submit_Position_for_Approval > entityId.
  19. Click Done.
  20. Click Save.
  21. Enter Submit New Positions for Approval for the Flow Label.
  22. Click Activate.
  23. Click back button to return to setup.

You’re almost done setting automating processes for the recruiting team. Move on to the final step, where you create another flow, but this time with radio buttons that interviewers can use to easily rate candidates.

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