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Hi All,
I have a business logic to create a custom ribbon button and perform following actions,
1. On creation of customer journey, show "Request for Approval" custom ribbon button and hide "Go Live" button.
2. Send email to region owner dynamically on click of this ribbon button.
3. Set Status Reason field value to "Approval Request" and make the record as read only.
4. Show Go Live Ribbon button when status of this record is set to Approved.
Can you please help me with technical approach and code for this development.
Thank you very much for your kind response in advance!
Warm Regards,
Leo
Hi,
Thanks for your response. We have achieved this with the following customisation,
1. custom entity named Approval
2. Three ribbon on Customer Journey entity that are a) Approval Requested b) Approve c) Reject
3. Plug-in to create a unique record in approval entity for the contacts included in segments. The unique record creation is based on contact region when saving customer journey entity.
4. Email notification would be sent to region owner after approval records creation
5. The user can approve or reject by clicking the URL from email. User action will be updated in the records.
6. Once records are approved by all region, Go live button will be enabled which I can click to make it live.
Thank you,
Leo
Here is some documentation on building an approval feature using flow that might be helpful -
Is the execution user of "Request for Approval" the owner of the record?
If the execution user is another user, it may be based on the execution user's privileges.
Hi Nya,
Thank you for your response! The ribbon button would work though records are made read only.
Warm Regards,
Leo
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