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kenny elle
Hi i need to automatically update the opportunity status to pending when at least one related account is submited for approvalccount
Hi i have a opportunitytype and accounttype objects.
i need to automatically update opportunitytype status=pending when atleast one related accounttype is submitted for approved.
i need to automatically update opportunitytype status=pending when atleast one related accounttype is submitted for approved.
Cant we achrive this using workflow rule.
I checked if it is possible to do the same thing using workflow rules and guess we can do that by creating an additional Checkbox Field [Is Locked(Is_Locked__c)] on the object and then in the Initial Submission Actions, you can add a Field Update that sets the field to TRUE and also in the Final Approval and Final Rejection action you will have to another Field Update that sets it to FALSE.
I haven't tried it myself but it looks like it can be done through workflow rule