Quote workflow

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  • rahul89
    Member
    • Jul 2017
    • 96

    Quote workflow

    i want to make a workflow of quote, i create a quote and that quote will be available to other user after 1 hours...is it possible to do...
  • tanya
    Senior Member
    • Jun 2014
    • 4308

    #2
    Hello,
    yes, you have to create 2 workflows for Quote.
    1 - With Trigger Type - Sequential. In Actions - assign to needed user or add the team (depends on how you set permissions).
    2 - After Record Created. In Actions - Trigger Another Workflow Rule - select first workflow.

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