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author's profile photo Former Member
Former Member

Approval Process Obligatory

Hi!!,

In the opportunity I have an approval process using the field sales phase.

When the sales phase is in "Prospecting" the system shows me the message and action "Send to Approve", and it's ok

But i need this action "Send to Approve" must be obligatory and the system does'nt allow me change the opportunity until i push the action "Send to approve".

This is possible?

Thanks a lot.

Elizabeth

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  • author's profile photo Former Member
    Former Member
    Posted on Aug 19, 2016 at 05:46 AM

    Hi Elizabeth,

    Only during the status "In Approval" will the opportunity be read-only (not editable). This is how system is designed. It gives the flexibility to still change something before submitting for approval. In your case, I can only see introduction of an interim status something like "In Review" when it is not changeable.

    Regards,

    Pavithran

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