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Topics#AutomationFrage von Rohit .
Rohit . (360 Cloud Solution) fragte in #Automation
18. Juni, 07:10

Parent Order → Order Line Items Scenario: If the total quantity of Order Line Items exceeds 100, send an approval request to a manager. Questions: • How will you calculate total quantity? • When should the approval process be triggered? • How will you a

Parent Order → Order Line Items  Scenario:  If the total quantity of Order Line Items exceeds 100, send an approval request to a manager.  Questions:  • How will you calculate total quantity?   • When should the approval process be triggered?   • How will you avoid duplicate approval submissions?   

5 Antworten
  1. Deepak Sharma (Cloud Solution)
    8. Sept., 11:18

    Hi @Rohit .

     

     

    Use a Roll-Up Summary (SUM) on Order to calculate the total Line Item Quantity if the relationship supports it; otherwise, use a Record-Triggered Flow to aggregate the child quantities. 

    Trigger approval only when the total crosses 100, and use an Approval Status/Submitted flag plus an active-approval check to prevent duplicate submissions  

     

    Hope This Helps!!

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