A new knowledge base article has been published on our support portal.
In this KB article, we want to users to be able to submit an Opportunity for approval. As some users may not have permission to change the status of Opportunities, we have created a Quick Button that will circumvent this restriction.
We also want to ask the user for confirmation before changing the status.
Note: The opportunity we use in this example has a custom status reason call Pending Approval.
North52 BPA Solution
The North52 BPA solution works like this:
- A Formula is set up on the Opportunity which:
- Prompts the User for approval submission
- Updates the Status Reason to Pending Approval if the User confirms
- Refreshes the form so that the User can see the change
- A Quick button is created that calls this formula