function readOnly(count){ }
Starting November 20, the site will be set to read-only. On December 4, 2023,
forum discussions will move to the Trailblazer Community.
+ Start a Discussion
abcd1234abcd1234 

opportunity Stage change

I am facing some issue in below scenario.

 

 

Whenever opportunity stage is changed to "closed won" message should be displayed on top of the page as “Approval Required”.

 

And Stage should remain same as earlier until supervisor approves it.

 

After approval of supervisor stage should change to closed won.

 

Please help me in resolving this issue.

Glenn at MvistaGlenn at Mvista

First, how do you capture that it is Approved?  You can write a validation rule on the StageName field that does not allow it to move to Closed Won until that Approved value is set (and show the message you indicate).

 

Or, you can use the Approval Workflow and instead of allowing the user to move the stage to Closed Won, you have the submit for approval from the previous stage and set a field update on the workflow to update it when it is approved.

abcd1234abcd1234

Thankyou for your suggestion.

 

If it is only one approval process i can follow ghat way.But for me for the same "stage" field i have 4 approval process.

 

So while are running simultaneously entry criteria will be problem for me  to enter into approval process.

 

 

FOR Ex:

 

Stage:

Business identification

Analysis

Opportunity on hold

Order won

Order Lost

 

 

In this if i select order won approval is required from supervisor and after supervisor approves it only i should move to "Order won".The same process should be followed if i select "Order lost" or "Opportunity on hold" or if i move backward.

 

Here in this case entry criteria is problem for me.Can any one  plz help me in resolving the issue.