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Create a Process for Submitting Positions for Approval

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

Use Process Builder to Create a New Process

Use Process Builder to set up the process.

  1. From Setup, enter Process Builder in the Quick Find box, then select Process Builder.
  2. Click New.
  3. For Process Name, enter Submit New Positions for Approval.
  4. Under The process starts when, select A record changes from the picklist.
  5. Click Save.
  6. Click + Add Object and select Position from the Object picklist.
  7. For Start the process, select when a record is created or edited.
  8. Click Save.
  9. Click + Add Criteria.
  10. For Criteria Name enter Position Ready for Approval.
  11. For Criteria for Executing Actions, select Conditions are met.
  12. Click + Add Row four times and set the conditions.
    Field Operator Type  Value
    Status
    Equals
    Picklist
    New
    Job Description
    Does not equal
    Global Constant
    $GlobalConstant.Null
    Department
    Does not equal
    Global Constant
    $GlobalConstant.Null
    Education
    Does not equal
    Global Constant
    $GlobalConstant.Null
    Hiring_Manager__c
    Does not equal
    Global Constant
    $GlobalConstant.Null
  13. Click Save.
  14. Under Immediate Actions, click Add Action and fill in the details.
    Field Value
    Action Type
    Submit for Approval
    Action Name
    Submit Position for Approval
    Object
    Position__c
    Approval Process
    Specific approval process: New Position Approval – New_Position_Approval
  15. Click Save, Activate, then Confirm.

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

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