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author's profile photo Former Member
Former Member

FOLLOWUP DOCUMENT

Hi

we have business scenario in which user can create Followup document only if a particular status is selected else Followup document shouldn't be created for anyother statuses.

Any one can pls help in finding solution........

Thanks

Nitin

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  • author's profile photo Former Member
    Former Member
    Posted on Jan 28, 2008 at 10:11 AM

    Hi Nitin,

    You can configure actions. This will enable to create follow up document on the basis of status and many other criteria.

    For ex; If you selected the status of the lead as closed then action is tiggered to create opportunity from there.

    Reward poits if helpful

    Shridhar

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    • Former Member Former Member

      Hi Nitin,

      While configuring the actions activate the action only when the condition type i.e: ( special status ) in your case is met --- which means that when

      status = special status -


      generate action (followup document)

      but when

      status = other status -


      no action generated (no followup document)

      Hope this helps.

      Regards,

      A S

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