How to make a record to be submitted for approval automatically when met certain criteria?

Question

Hi lets assume a vf page(object),i have an object TEST with the field AMOUNTso whenever the new record is created or updated with value more than 300,000 in that field ,that type of records need to be subitted to a user(user email ) for approval automatically,can someone help how to achieve this.

Karanraj Sankaranarayanan · Accepted Answer

Using Lightning Process builder you can make the record automatically submit to the approval process whenever it meets the criteria.

Go to setup->Create->Workflow & Approval->Process builder
Then select the object to which you want to perform the auto-approval submission
Enter the criteria for the record
In the set Action select 'Submit for Approval'

Check this blog post for the detailed steps

https://rakeshistom.wordpress.com/2015/05/25/getting-started-with-process-builder-part-25-auto-submit-record-into-approval-process/

To learn more about Lighning Process builder check the salesforce Trailhead module - https://developer.salesforce.com/trailhead/force_com_admin_intermediate/business_process_automation/process_builder

Chakra Varthi Konreddy · Answer

thanks @karanraj ,but my requirement is not like the usual way of submitting records as you said,the entire thing has to be gone through my custom VF page and i have custom button on it.more over the records that met the criteria should be submitted for approval only when those type of records are created by sa particular owner as the owner of those records

How to make a record to be submitted for approval automatically when met certain criteria?

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