on 03-20-2018 1:22 PM
Hi experts
I urgently need your help.
I've created an approval process with 3 steps; behind those 3 steps I have 3 different conditions and sales phases. Customer wants an approval every time the sales phase is changed.
First phase working; but then the approval status is on approved and if I change the sales phase, nothing happens, system doesn't aks for new approval.
How can I achieve customers requirement?
Many, many thanks,
Natasa
Hello Natasa,
You can refer below help document:
Still we will have an issue then kindly raise an incident. We need to look into in detail. Every aspect such as Relevant scoping questions, Transaction document, Other prerequisite for approvals, so kindly raise an incident for details investigation.
Regards,
Amit Kumar
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Hi Natasa,
Multi-approval is currently not supported. Once an opportunity is approved, it will not be sent to approval again.
Please let me know if you have further questions.
Thanks,
Crystal
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Hi Crystal
Many thanks for your feedback. Unfortunately I'm hearing / reading this for the first time.
Do you have any suggestions how I can still meet customers requirements? Seems that creating a workflow (set status to not approved as soon as phase changes) is not working.
I really appreciate your help!
Many thanks,
Natasa
Hello Natasa,
For analyzing the issue, we need approval process and conditions screenshot.
Regards,
Amit Kumar
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