Lead approval based on "Use existing Account" and "Status" in C4C

[Former Member]

Is it possible to send a lead for approval only when an existing account is not used? Which means if the lead is created without Account , then send it to approval based on a particular status?

KK

[former_member226]

Hi,

yes, it is possible to send a lead to approval based on your use case. In order to do so, you need to, at first create an extension field (via KUT or PDI) and fill in the value for this field based on your business case.

Finally in the condition evaluation for lead approval process, you need to include this field.

lead-approval.png

[Former Member]

Hello saurabhkabra2009

Is it possible to select this KUT field automatically when i select the "Use Existing Account" Indicator so that i can send lead for approval based on these two fields. I need this automatic selection because then it will not become extra burden to select this specifically for the sales user. I tried doing this using workflow rules and code list restrictions - but this custom field is not available there.

Regards,
KK

[former_member226]

yes, but not via Workflow or Code List Restrictions. Workflow only triggers upon save where as CLR will only show "Code List" type of field and not other like an indicator.

You should be using the AfterModify event via PDI where you should be able to set KUT field value as soon as the user selects the "Use Existing Account" Indicator. then you need to utilize the same field in approval process.