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Contract Approval

joshmorris
Tera Guru

‎12-13-2024 02:01 AM

Hi,

 

How do I send a contract out for approval? I have filled in all the relevant details however I cant send it for approval.

joshmorris_0-1734084149097.png

 

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3 REPLIES 3

Mark Manders
Mega Patron

‎12-13-2024 02:28 AM

That usually is handled through automation. A (work)flow creating the approval records. You need to check on your instance what is in place for that.


Please mark any helpful or correct solutions as such. That helps others find their solutions.
Mark
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joshmorris
Tera Guru
In response to Mark Manders

‎12-13-2024 03:28 AM

On my PDI I installed Vendor Workspace and this workflow came as default but when installed onto our dev environment it isnt there

 

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Dr Atul G- LNG
Tera Patron
Tera Patron
In response to joshmorris

‎12-13-2024 03:30 AM

Try to repair the plugin and check is any separate plugin for this activity.

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