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Discount Approval in SOM Quote Management

Hello everyone,I am currently trying to setup an approval flow for the quote management. I would like to use the OOTB button "Submit for Approval". I thought it could be with the Quote Task object? Anyone any suggestions how to set it up.The logic I ...

Screenshot 2025-08-21 at 15.42.19.png
ymerkle by Tera Contributor
  • 1664 Views
  • 3 replies
  • 0 helpfuls

How to Configure auto-refresh for a list

Can someone help me on where we can configure auto-refresh for a listThe requirement is whenever someone creates a new case, it should automatically appear in the list view without manually refreshing the screen. Thanks in Advance

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sriram 1 by Tera Contributor
  • 2707 Views
  • 6 replies
  • 2 helpfuls