Setting up an Approval Process for Skills and Certifications

You can set up an approval process for new or updated skill or certification ratings. To do this, you must:

• Set up an approval process.
• Create a flow to trigger the approval process whenever a skill or certification rating is created or edited.

Tip:

You can adapt the approval process and flow detailed in this page to align with your org's specific requirements and approval process.

Creating an Approval Process

To create an approval process for skill or certification ratings:

1. From Setup, click Process Automation | Approval Processes.
2. Select "Skill or Certification Rating" from the Manage Approval Processes For drop-down.
3. Click Create New Approval Process | Use Jump Start Wizard
4. Enter a name for the approval process. For example, Approve Skill or Certification Ratings.
5. Deselect the Add the Submit for Approval button and Approval History related list to all Skill or Certification Rating page layouts checkbox. A flow will be used to trigger the approval process instead of the button. You can add the related list to the page layout after creating the approval process.

6. For the entry criteria, specify the following:

   • Select "Skill or Certification Rating: Approval Status" from the Field drop-down.
   • Select "equals" from the Operator drop-down.
   • Enter Submitted in the Value field.
7. Specify an approver.
8. Click Save, then OK.
9. Click View Approval Process Detail Page.
10. In the Final Approval Actions section, click Add New | Field Update.
11. Enter a name for the approval action. For example, Set Approved Status.
12. From the Field to Update drop-down, select "Approval Status".
13. In the Specify New Field Value section, select Approved" from the A specific value drop-down.
14. Click Save.
15. In the Final Rejection Actions section, click Add New | Field Update.
16. Enter a name for the rejection action. For example, Set Rejected Status.
17. From the Field to Update drop-down, select "Approval Status".
18. In the Specify New Field Value section, select "Rejected" from the A specific value drop-down.
19. Click Save.
20. Click Activate.
21. [Optional] Add the Approval History related list to the relevant Skill or Certification Rating page layouts.

Creating a Flow

Using Salesforce flows, you can automate the approval process for skill and certification ratings. The following steps describe how to create a flow that does the following:

• Triggers the flow when a skill or certification record is created or updated.
• Updates the Approval Status field on the skills or certification rating to "Submitted".
• Submit the skill or certification rating for approval using the approval process created in the previous section.

To create a flow to trigger the approval process when a skill or certification rating is updated:

1. From Setup, click Process Automation | Flows.
2. Click New Flow.
3. Select Start From Scratch.
4. Click Next.
5. Select Record-Triggered Flow.
6. Click Create.
7. In the Object field, search for and select "Skill or Certification Rating".
8. In the Configure Trigger section, select A record is created or updated.
9. In the flow builder, add a new Update Triggering Record element to the flow.
10. Enter a label for the action. For example, Update Status.
11. In the Set Field Values for the Skill or Certification Rating Record section, from the Field drop-down, search for and select "pse__Approval_Status__c".
12. In the Value field, search for and select "Submitted".
13. In the flow builder, add a new Action element to the flow.
14. Click Approvals | Submit for Approval.
15. Enter a label for the action. For example, Submit for Approval.
16. In the Record ID field, search for and select "Triggering pse__Skill_Certification_Rating__c", then "Record ID".
17. Click Save.
18. Enter a name for the flow. For example, Skill and Certification Rating Approval Trigger.
19. Click Save.
20. Click Activate.