299 Case study enhancement

New Contributor

299 Case study enhancement

I am trying to create a line item and a notification where if the sales manager declines the sales rep input, the sales rep can reenter a value and the sales manager is notified.  

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Certified Master Anaplanner

Re: 299 Case study enhancement

Hi,

 

Sales Manager approve or decline the sales rep data at Sales Center level. So just create a line item(Approve/Declined?) in the Sales rep input module and get the data from the Sales Center Approval/Decline Module.

 

Use dynamic cell access to restrict the data input, if the sales manager accept the data it should be read access only, if not then write access and also use conditional formatting to highlight

 

 

Regards,

Vignesh M

 

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Certified Master Anaplanner

Re: 299 Case study enhancement

Alternatively you can use the new workflow tool that pushes the request to a child list that has a module that overwrites the value. Thus sending an email to the sales rep and gives them a task to complete.


@VIGNESH.M presents another viable method.

Also setting up a boolean on a view that allows for the Sales Rep to review any submitted request that has been declined, which has their original value and the new value they would like to replace using a if/then against an approval by the sales manager is another method.

 


Specifically for notifications outside of creating a module that appears on all of the dashboards within the model that has 'outstanding actions' and summary values, you would need to utilize the workflow feature to generate an email.

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Community Boss

Re: 299 Case study enhancement

@obriegr ,

 

Since the new workflow is not GA'd, I believe @VIGNESH.M was suggesting a solution that is available to everyone.

 

Rob

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