I get asked this quite a bit from customers, “how can we auto submit a change request for approval, similar to how service requests work?”  In the past we really did not have the capability to do this without custom code, but now with Process Builder you can easily create a process to auto-submit your change requests for approval.  Take a look:

First you need to define the criteria and approval process for your change request.  In the below my criteria is for any standard change type of change request, the change needs to be approved by me:

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Now that I have my approval process, I could use the Actions on the change request to submit for approval or I can create a process in Process Builder to auto submit for approval.  It is easy and fast to create a process to auto-launch this approval process.


Navigate to Salesforce Setup | App Setup | Create | Workflow and Approvals | Process Builder


Create a New process, and provide it a name (like Auto Submit for Standard Change).  In the first box you will select the object that you are working with (Change Request).

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You will then define the criteria for the process.  In my case, I state that the change type equals Standard and the approved flag on the Change Request is set to False (as a side note my approval process will also set this flag to true after successful completion):



Lastly you will create your action.  Select the Submit for Approval action type, and select the approval process you created for your change process.  You will define who the submitter is, and in my case I used the initiator from the change request.

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Now you just need to save and activate the new process and you will have an auto-submit approval process.


As always test and validate yours in a sandbox.


If you have questions or would like to discuss, don't hesitate to contact your CSM or