Vendor Record Approval Workflow
I am trying to set up a workflow for approval of a vendor record creation. We dont want the record to be available for use before approved or if information is edited until re-approved (would need to be able to edit the Vendor e.g. to update address/ACH information).
Any suggestions on best way to do this?
use a workflow for approval process (route it designated approver, add button actions for approval /reject) at the same time use lock record action to prevent any edit or change. Use the active/inactive field – set field value action with approval process to make the vendor active or inactive.