Friday 7 July 2023

Workflow enabled

94. Workflow Enabled

(System hard stops, when something needs to be examined, quality information needs to be collected)


Opportunity Workflow setup 

Setup >> System Settings >> Scheduling/Forms/Workflow  >> Activities



Can set up different checklists based on your requirement

Setup >> System Settings >> Scheduling/Forms/Workflow  >> Activity Workflow



On the Opportunity page, it will not give you any add Quote or add SO button 



Once you complete all Checks in the workflow only, System will allow you to go further


You can set up these checklist options under the Activities and also Create workflow under the System setup

Report for Opportunities.