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Configure the Process Approved Application Flow

Use the Process Approved Application flow template to automatically create a program enrollment for approved applications.

See the Trailhead module, Flow Builder Basics.

  1. From Setup, in the Quick Find box, enter Flows, and then click Flows.
  2. In the list of flows, click Process Approved Application.
    The selected flow opens in Flow Builder.
  3. Edit the conditions of the record-triggered flow.
    1. Click the Start element.
    2. In Object, enter Individual Application.
    3. In Configure Trigger, select A record is updated.
    4. In Set Entry Conditions, set the Status field to Approved.
      The flow triggers for all individual applications that have their status set to Approved.
  4. Use the Get Application Item element to fetch the Individual Application ID field from the Individual Application Item object.
  5. Use the Get Program Product element to fetch the Program Product ID field from the Program Product object.
  6. Use the Create Program Enrollment element to generate a Program Enrollment record based on the details of the application and update the status of the application to Applied.