Choose When to Show the Submit for Approval Action (Generally Available and Beta)

Ever wanted to display the Submit for Approval action only when a record is eligible for approval? That day has come! With dynamic actions, now you can set conditions for when each action is visible, including the Submit for Approval action.
Where: This change applies to Lightning Experience and the Salesforce mobile app in Group, Essentials, Professional, Enterprise, Performance, Unlimited, and Developer editions. Record-level dynamic actions for custom objects are generally available in Lightning Experience and available as a beta feature in the Salesforce mobile app. Record-level dynamic actions for supported standard objects (Account, Case, Contact, Lead, and Opportunity) are available as a beta feature in Lightning Experience. Page-level dynamic actions for custom objects are available as a beta feature in the Salesforce mobile app.


As beta features, Dynamic Actions for selected standard objects on desktop and Dynamic Actions for custom objects in the Salesforce Mobile App are previews and aren’t part of the “Services” under your master subscription agreement with Salesforce. Use either of these features at your sole discretion, and make your purchase decisions only on the basis of generally available products and features. Salesforce doesn’t guarantee general availability of either of these features within any particular time frame or at all, and we can discontinue either feature at any time. These features are for evaluation purposes only, not for production use. These features are offered as is and aren’t supported, and Salesforce has no liability for any harm or damage arising out of or in connection with them. All restrictions, Salesforce reservation of rights, obligations concerning the Services, and terms for related Non-Salesforce Applications and Content apply equally to your use of this feature. You can provide feedback and suggestions for Dynamic Actions in the Dynamic Forms & Actions group in the Trailblazer Community