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SuiteWorld brings thousands of innovators, builders, and leaders together to learn, connect, and shape what’s next. This October, explore how to build a stronger foundation for growth through inspiring keynotes, major product reveals, hands-on sessions, and unforgettable moments—all in one place for our biggest event of the year. Join us
How to create a Sales Order approval workflow dependent on Class or other criteria
Hello!
Currently when a Sales Order is created, they are automatically approved. We are looking to make Sales Orders go to a pending approval status and would like to know how to do that only on a particular Class (potentially a second approval needed on a larger dollar amount if we can do that). I believe using a workflow would do this for us, but I am not too familiar with them yet. Is there an article that could walk me through how to create one?
Thank you in advance!
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