---
schema_version: "1"
id: dfca301d820e9c935f283d160c83be4628b24b6e4ce86065675ec15546f841c3
title: Configure the Trigger Application Approval Flow
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/energy_set_up_application_approval_.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.energy_set_up_application_approval_.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 807566fff599b25e3dcb52e1841bef734a36592f211d484de4d570bd42b037bf
description: Use the Trigger Application Approval flow template to automate the application approval process in your org.
products:
  - Energy and Utilities
release: "264"
---
# Configure the Trigger Application Approval Flow

Use the Trigger Application Approval flow template to automate the application approval process in your org.

See the Trailhead module, [Flow Builder Basics](https://trailhead.salesforce.com/content/learn/modules/flow-basics?trail_id=automate_business_processes).

1. From Setup, in the Quick Find box, enter Flows, and then click **Flows**.
2. In the list of flows, click **Trigger Application Approval**.
    
    The selected flow opens in Flow Builder.
3. To edit the fields that are validated for an individual application, click the **Validate Application** element, then click **Edit Element**.
    
    The template accepts Individual Application objects that have the Id field set to the ApplicationId, the status field set to Submitted, and the category field set to Program.
    
    ![Tip](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-energy_utilities-264-0-0-production-enus/520849e5-9b41-4bae-b97b-d269cc2fce83/images/icon_tip.png)
    
    Tip For the "No" sections of the decision elements, you can trigger an email with customized error messages. To know more, see the Trailhead module, [Data and Actions in Flows](https://trailhead.salesforce.com/content/learn/modules/data-and-actions-in-flows?trail_id=build-flows-with-flow-builder).
    
    The Get first Application Item and Get ProgramProduct elements fetch the Application Item and ProgramProduct records, respectively. The Validate Program is Active elements fetch the ProgramID record and check if the program is active.
4. Send an application for approval.
    1. Click the **Get Action Plan Template** element, and then click **Edit Element**.
    2. Fetch the action plan template name from the **DEFAULT\_APT\_Name** variable.
    3. Click the **Create Action Plan** element, and then click **Edit Element**.
    4. In Object, enter Action Plan, and then set the field values for the action plan.
    5. To start an approval process for the application, create an Action element that passes the individual application ID to your configured approval process.