Hello everyone,
I am planning to do an approval discount process for the quotation form in our Sales hub module and the process should be as follow:
1. A pre-defined table where I can define the below sample data:
The purpose of this table is to check the eligible discount that can be given to a salesperson which we can use in the workflow or by applying some validation to the quotation form.
2. In the quotation form, we already have the discount percentage field where the salesperson can provide the percentage required.
Based on the above example, If am authorized with SalesB account and I input 11% in the percentage field which is greater than 10% comparing it to the above list, an approval workflow should trigger and send the request to his/her direct manager where the direct manager can make a decision and decide if this salesperson is allowed to provide this discount number.
If it is approved he will be able to provide this discount, else he will not be able and the quotation should not be sent to the customer.
What do you think about the best way to achieve this kind of the above requirements? I know that this is something that can be done in Power Automate but I want to structure it and make it work in an efficient way and maintain the validation in the form to avoid any gaps.
Could you please advise and propose a solution? I would highly appreciate it if you can provide an example.
Thank you!
EBMRay
