How to create task for lead employee responsible manager whenever lead is created.

[former_member690694]

Dear Team,

My requirement is "Business Roles " Sales Executive" should be able to edit the lead owned by other sales executive in their team, once approved by the user Manager, read & write access should be provided."

So as per my analysis we can do this through workflow rule with rule type field update but for to get user manager approval mechanism I am planning to create a task automatically whenever lead is created to get the lead owner /employee responsible manager approval and once it's approved based on this condition in workflow rule I will change the lead owner name/Employee responsible.

But i am not getting how to create task automatically for this scenario and how to use this approval task based on approved and reject condition in workflow rule rule type Field update. could you please guide me for it.

Thanks and Regards,

Madhuri Dubey.

[arun02_12]

Hi madhuri_dubey1,

You can use the standard lead approval process for manager approval and based on the approval status, you can assign the lead to the preferred employee.

You can generate the approval task using a custom button( Say Requesting access to edit) if you create a custom approval process. Then based on Workflow/PDI you can add the requesting employee with edit access by assiging him/her to the lead.
You can refer the below blog for it
https://blogs.sap.com/2016/05/18/how-to-create-custom-approval-process-and-configure-it-in-cloud-sol...

BR,

Arun