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 was thinking of:
Setting discount percentages
<5% = Auto-approved
5%>x<10% = Sales Manager to approve
15%> = Sales Manager to approve
I would appreciate any tips! Thank you!
I guess if I want to change the behavior, I need to change the UI Action. How about changing the status of the Quote to "Pending Approval" when clicking on the "Submit for Approval" button and then triggering a flow to decide whether it gets auto-approved or directed to respective managers?
