RE: Manager Approval Process For Quote With Amount Limit For Users
Hello,
Create below fields in quote to track approval response -
Approval status - Approved, Auto Approved, Rejected
Approval Required - Yes/No
Approved By - Text
Approver Comments - Multi Line Text
Approvers - Multi Line Text
Now You can write real time workflow to check if Quote amount is greater than Limit then set Approval status
Set Approval Required field to Yes
set Approvers - Senior mananer/supervisor Email address (semi colon separated)
Else
Set Approval status - Auto Approved
Approval Required - No
Now create Power automate which will trigger on Quote entity Approval Required field
check if Approval Required is yes
Send Approval request your Power automate approval action - docs.microsoft.com/.../modern-approvals
Wait for the response ->based on the response ->Update fields on Quote entity
Please mark my answer verified if this is helpful!
Regards,
Bipin Kumar
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