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I have approval process on Lead object (The Final Approval Action is Field Update Status = Closed Converted). When a Lead record goes to approval, once it is approved I want to create a account record automatically. I have used process builder with condition When Lead Status = Closed-Converted then Create a Account record. I working only when I click save button manually. But I want to create record automatically. The entire process is working fine but it needs manual save click. Is there any way to do this?

  #Automation #Automation Process #Trailhead #Automation

 

#Automation #Process Builder  #Approval Process #Lead Conversions #Leads #Accounts

4 Antworten
  1. Tom Bassett (Vera Solutions) Forum Ambassador
    3. Dez. 2021, 07:32

    Hello,

     

    As part of your approval process on the final field update, is the box reevaluate workflow rules set to true?

     

    I've used this in the past to trigger a process builder automatically without the need for manual intervention. 

     

    Thanks Tom

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