Vendor Record Approval Workflow

Hi everyone,

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?

Rookie Asked on May 6, 2021 in Vendors.
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1 Answer(s)

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.

Advanced Answered on May 7, 2021.

I wondered if you could help me.
I’ve created a custom workflow for vendor approval. It works in this way:
Initiate on submit button, the vendor get locked until pending approval. When the approver approves the record the vendor get unlocked and editable again.
The flow works fine for the first editing on a vendor records. At the second change to the same vendor the flow doesn’t get initiated anymore.
Any suggestion?

on June 2, 2021.
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