Need approval button for Admin and permanent closed won button

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  • james salvan
    Junior Member
    • Apr 2025
    • 22

    #1

    Need approval button for Admin and permanent closed won button

    Hi Team,

    in opportunity when the user change stage to "Closed Won" -> the process the details should be sent to Admin or specific user after reviewing and approved it -> then the stage is should be set to permanent "closed won" that only admins has ability to change again no by normal users

    I have tried with user task in flowchart but can't understand the logic behind it.

    user > stage: "Closed Won" > sent to Admin/ Specific User for Approval > Admin approves ✅> then stage is permanently set : "closed won"

    is this possible ?
  • lazovic
    Super Moderator
    • Jan 2022
    • 1020

    #2
    Hi james salvan,

    To achieve this functionality, you can do the following:
    1. Set the Stage field in Opportunity for the regular user role as read - yes, edit - no:

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    2. Create a flowchart that will handle the admin approval and set the permanent value for the Stage field:​

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    3. Create a "Closed Won" button using the following workflow:

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    Please let me know if this solution works for you and if you need any tips.​

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