Hi All,
I need to implement below functionality how can it be handeled through power automate flow/Plugin/Ribbon button ?
Hi All,
I need to implement below functionality how can it be handeled through power automate flow/Plugin/Ribbon button ?
Hi Manoj,
Thanks for your response.
But below approach am doing :
1. Need to have 2 buttons Approve & Reject Button on Lead form & a flag field to be used called "Approval Awaited" with Yes/No options default will be No, If its Yes then only Approve & Reject Button should be visible otherwise button should be hidden.
2. On Approve button click we are setting Lead Status as Approved.
3. If "Approval Awaited" is Yes lead record should be read only mode until unless its not approved. And once its gets approved they should able to edit the record.
4. The same way if its rejected we can set the Lead Status as Rejected & based status rejected record shouldn't be edit .
Is the above approach is find or anything we can define like supervisor level ?
Thanks,
Jharana
Hi Jharana Baliyar Singh,
Please the consider the below steps:-
Thanks,
Manoj Mane.
Please mark this as VERIFIED if it helps.
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