Is it possible to create a workflow that transform...
# generala
AK47
10/21/2021, 8:52 PMIs it possible to create a workflow that transforms an Estimate to a Sales Order? I don't see it as an option...but i feel like it has to be possible!
j
jen
10/21/2021, 8:54 PMDumb question, but why do you need a WF to do this?
a
AK47
10/21/2021, 8:58 PMExternal approval process is checking a box on the estimate to mark it as approved. I want that to trigger a sales order to be created.
AK47
10/21/2021, 8:58 PMI'm sure there are other reasons...like once someone changes the status of the estimate to X autoamtically create an SO
AK47
10/21/2021, 9:01 PMNevermind, i got this...its native, thanks