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Deanna Engelman 님이 #Salesforce에 질문했습니다

We use advanced approvals for CPQ. If the sales rep recalls the approval to make changes to the quote and then resubmits, the recalled approvals still show up in approval list view. It is causing confusion all around.

I know based on https://help.salesforce.com/s/articleView?id=000380239&type=1 that we can't delete the recalled approvals. Is there a way to hide them from view? 

 

#Salesforce  #CPQ  #Advanced Approvals

답변 1개
  1. 2024년 3월 4일 오전 10:08

    Deanna, you could create a custom list view with criteria that filters out the recalled approvals, the filter criteria could be based on the status or any other related fields

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