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
Tom Bassett (Vera Solutions) Forum Ambassador
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