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Is there any workflow for new customer creation?

Posted on by 93

Is there any workflow for new customer creation

I would like to have a workflow for approval when a new customer is created. But it only seems to be working on existing customers and change of fields.

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  • Suggested answer
    Dallefeld Profile Picture
    Dallefeld 11,423 User Group Leader on at
    RE: Is there any workflow for new customer creation?

    1. use a customer template for creating new customers and set blocked to all, this will prevent the customer from being used on sales orders

    2. the workflow then will wait for the approval and the approval user must unblock the customer so it can be used on sales orders

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    RE: Is there any workflow for new customer creation?

    hi
    puoi anche non mettere alcun campo chiave

    pastedimage1666781847706v1.png

    Verify and Check my answer if the outcome is positive

    thx

    DANiele

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    RE: Is there any workflow for new customer creation?

    hi

    follow this setup:

    pastedimage1666781210669v1.png

    click here

    pastedimage1666781247161v2.png

    pastedimage1666781274825v3.png

    pastedimage1666781337804v4.png

    pastedimage1666781484214v5.png

    pastedimage1666781518503v6.png

    this will solve your problem

    Verify and Check my answer if the outcome is positive

    thx

    DANiele

  • Maria Eriksson Profile Picture
    Maria Eriksson 93 on at
    RE: Is there any workflow for new customer creation?

    Hi

    How do I set the approval to work on NEW customers. What I want here is that when a new customer has been added, someone else has to approve this customer before you can register a sales document. I dont' know how to add that as a filter.

    This is the flow I want to create:

    1. New customer is added to the customer card by a user other than Robin or Anders

    2. The approval is sent to either Robin or Anders

    3. In the meantime, it is not possible to register orders for the customer

    4. When the customer is approved by Robin or Anders. Then it is possible to place a sales order and other sales documents on the customer.

  • Suggested answer
    YUN ZHU Profile Picture
    YUN ZHU 70,116 Super User 2024 Season 2 on at
    RE: Is there any workflow for new customer creation?

    Hi, please try the following.

    pastedimage1666745768569v1.png

    Hope this helps as well.

    Thanks.

    ZHU

  • Suggested answer
    DAnny3211 Profile Picture
    DAnny3211 9,217 Moderator on at
    RE: Is there any workflow for new customer creation?

    hello

    there is approval of a customer required in workflow

    look at the existing template

    DAniele

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