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. Click the App Launcher ().
   
2. In the Search apps and items box, enter auto and then select Automation.
   
3. In the Flows panel, click New.
   
4. Under Frequently Used, select Record-Triggered Flow.
   
5. For Object, select Position.
   
6. In the Configure Trigger section, select A record is created or updated.
   
7. In the Condition Requirements, select All Conditions Are Met (AND).
   
8. Click Add Condition until there are 5 field options available.
   
9. Set the conditions.

   Field	Operator	Value
   Status	Equals	New
   Job Description	Is Null	False
   Department	Is Null	False
   Education	Is Null	False
   Hiring Manager	Is Null	False

10. Select Only when a record is updated to meet the condition requirements in the When to Run the Flow for Updated Records section.
    
11. Ensure Actions and Related Records is selected.
    
12. On the flow canvas, click to add an element.
    
13. In the Add Element search box, enter action and select Action.
    
14. Enter submit in Search… and select Submit for Approval.
    
15. Fill in the details:
    
    • Label: Submit Position for Approval
    • For Record ID, select Triggering Position__c > Record ID.
      
16. Toggle the Approval Process Name Or ID to Included and enter New_Position_Approval.
    New_Position_Approval is the API name of the approval process that you want the flow to use.
    
17. Click Save.
    
18. For the Flow Label, enter Submit New Positions for Approval.
    
19. Click Save.
    
20. Click Activate.
    
21. Click 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.