AnsweredAssumed Answered

Locking down records in process author

Question asked by lee Ingham on Dec 2, 2015

Can a record such as a quote be locked down from being exported in process author, when a quote for example, is awaiting authorisation as part of the process definition



a sales manager needs to authorise a quote, the quote requires to not be able to be exported as pdf until the quote has been authorised by the sales manager