We have a new approval process with filter criteria set as opportunity discount greater than or equal to 2.0,Only then the submitter is allowed to submit the approval.Is it possible to auto submit the approval when the filter criteria is met?ie,instead of manually pressing the Submit for Approval button will it be possible to submit it Automatically?
1 Answer
You can send record to approval process via a trigger that checks your filter criteria on creation and update.
This should be something like
// Create an approval request for the opportunity
Approval.ProcessSubmitRequest req1 =
new Approval.ProcessSubmitRequest();
req1.setComments('Submitting request for approval.');
req1.setObjectId(opp.id);
// Submit on behalf of a specific submitter
req1.setSubmitterId(user1.Id);
req1.setProcessDefinitionNameOrId('PTO_Request_Process');
// Submit the approval request for the account
Approval.ProcessResult result = Approval.process(req1);