C4C Sales Cloud Opportunity - Still possible to change status when approval is required

[sonnet]

Hello SAP community,

I've implemented multi-step approval for opportunities in Sales Cloud and it's working well.

However, I've noticed that when the system is requiring the user to ask for an approval (so no automatic approval submission was activated), the user can still decide to go ahead and set the opportunity as 'Won' for instance.

it's however written in the official SAP documentation that the user should only be able to click on 'Submit for approval' in the Actions list.

Would you know how to achieve that? I was not able to find anything on the subject.

Many thanks for your help,

Maxime

[arun02_12 · Accepted solution]

Dear sonnet,

Currently, the system allows you to change the Opportunity status, regardless of whether the Approval is mandatory or not.

You can use UI Rules to control the Visibility of the Action.Eg: Action "Set as WON" will be Visible only When Approval Status is X and Y.

This will prevent users from changing the opportunity status.

Best Regards,

Arun

[sonnet · Accepted solution]

Thank you for the input Arun