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Former Member
Feb 15, 2016 at 12:38 PM

Approval with custom defined party


Hello pros,

I want to configure a lead approval process so that Lead Owner could select an approver by hand for one of the steps. Our customer requested such feature.

I tried using work distribution Custom Defined Involved Party, but after sending a Lead for approval it is going to no approver. How can I make Custom Defined Involved Party work distribution find an approver?

Best regards,

Nadezhda Rukavishnikova


approval.PNG (38.9 kB)
lead.PNG (18.9 kB)