Hello,
We would need new customer records to be approved by Sales Manager before Quote/Orders can be posted for the new customer. I created a workflow based on New Customer Workflow template. But, the event that trigger this workflow is upon user clicking on the Request for Approval button in the Customer Maintenance window. We have users that create a new customer but did not click on the Request for Approval and thus Invoices can be created and posted without any restriction. Is there anyway i can easily setup the system to auto restrict new customer created?
I did went through MS guidebook but the advise is to create new Workflow event and response. I am not a programmer and has limited knowledge on how to do that.
Can i use MS Flow to auto trigger such an event to happen?
Thanking in advance for all advise and suggestions.
May
