You’re offline. This is a read only version of the page.
25
Hello,
I have created simple form in Dynamic crm with few fields
First Name,Last Name , Vacation Start Date Vacation End Date, USer will come and fill out these fields, it is good until this point
from here i want have submit button, which submit to record to Manager , How can i create submit button on form?
Want to create separate security role for Manager who can view and Approve request , How can i create security role which can view and approve?
Please Help?
Thanks,
You can do this in many ways. This is a huge project & you need to learn CRM basics.
Search for Business process flow automation, Ribbon customizations, custom javascript rules, Status/status reason for managing record lifecycle & writing business logics in javascript/plugin/custom action and Security can be implemented by Teams, Manager hierarchy, BU + Security roles, owner/submitter/approver logic from user lookup - Dashboard/views for taking actions.
Share
Report
All responses (
Answers (
