How to create a process for automatic approval of absences

1. First of all, we need to create a new checkbox

2. Click on Next

3. Populate name and API name, click on Next

4. The new checkbox field was created.

5. Then add this checkbox to the Employee Layout. Click on Employee Layout

Then add this checkbox to the Employee Layout. Click on Employee Layout

6. We would recommend adding the checkbox field below the manager in the Contract section

We would recommend to add it below the manager

7. Click on Save

Click on Save

8. Then create a new formula field in the Employee Absence category customer object 

Then create a new formula field in the Employee Absence category9. Click on New

10. Select "Formula"

Select "Formula"11. Click on Next

12. Select "Checkbox, Click on Next

13. Click on Advanced Formula

Click on Advanced Formula

14. Click on insertField

Click on insertField

15. Employee Absence Category → Employee →Auto-approve for absences

Employee Absence Category → Employee →Auto-approve for absences

16. Click on insert Button

Click on insert Button

17. Click on validate Formula

Click on validate Formula

18. Click on Next

19. Click on Next

Click on Next

20. Click on save

Let's create a process for automatic approval using Process Builder

21. Open Process Builder

22. Click on New

Click on New

23. Populate name and API name of the process, select A record change when the process starts, Click on Save

24. Click on Add Object

Click on Add Object

25. Click on Absence

Click on Absence

26. Click on Save

Click on Save

27. Click on Add Criteria

Click on Add Criteria

28. Click on Criteria Name* More Information This name appears on the canvas to help you distinguish the criteria and its action group from the other criteria and action groups in the process.

29. Click on Find a field

Click on Find a field

30. Absence→ Employee Absence Category→ Auto-approve for absences, click on Choose

Absence→ Employee Absence Category→ Auto-approve for absences, click on Choose

31. Select True value

Select True value

32. By adding another condition, click on Add row

By adding another condition, click on Add row

33. Click on Find a field

Click on Find a field

34. Absence→ Approval Status, then click on Choose

Absence→ Approval Status, then click on Choose

35. Absence approval status→ Pending

Absence approval status→ Pending

36. Click on Save

Click on Save

37. Click on Add Action

Click on Add Action

38. Select Update Records

Select Update Records

39. Type "Change status"

Type "Change status"

40. Select the flair_Absence_c record, click on Choose

41. No criteria -just update the record/ Approval Status - approved

42. To Click on Activate

43. Activate the process, click on Confirm

Activate the process, click on Confirm

44. Let's see how it works. Go to the employee record, check the auto-approve for absence checkbox , click on Save

Let's see how it's work. Go to the employee record, checked the auto-approve for absence chechbox , click on Save

45. Go to Employee HUB for requesting the absence, click on New absence

Go to Employee HUB for requesting the absence, click on New absence

46. Requesting the absence, click on Create

Requesting the absence, click on Create

47. Well done! The absence has been approved automatically.

Well done! The absence has been approved automatically.