Hi there!
I'm a beginning admin and I work at an assurance company. I've received a requested to put more surveillance on a certain field on the account records: a bank number field. (In case an employee changes the bank account nr to his personal bank nr and commits fraud). They do not trust the entries made by users (no checks) and would like to have a second approver for this particular field entry.
My first thought was approval processes. But those are used when a record needs approval. Is it possible to use approval processes to approve or decline the first entry/update entry on a single field? It is not needed if all other fields are updated, only this particular field.
What is the best way to tackle this? Any suggestions on alternatives as well?
Love to hear and learn from you!
Manon
Hi @Manon Vogels, you could create an approval process with entry criteria that match your condition and then you could initiate a flow that will submit for approval action within, and the record will be automatically locked and submitted to the instance that needs to verify (also something that you could modify within the approval process).
If you need more guidance on this matter and how to configure let me know.
Please mark this as the best answer if this solves your question.
Thanks,
Milos