So, you want to start using Cases. Your workflow is simple, right? It's just a few steps, gather a bit of data, get an approval, communicate back with the client, voila, case closed, happy client.
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7. You can custom build a Visualforce PDF page, or you can use Drawloop - (formerly Nintex Document Generation).
8. I like to create complex scenarios like this into one formula - that way if the requirements for approval change, you only need to change it in one formula, rather than a validation rule, an approval process, reports, etc.
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Anything missing? Anything overdone or not the way you have done it? Any better ways of doing this? Does anything need more explanation? Add a comment below. Thanks |
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As suggested by Chad Meyer from Internet Creations
Charles suggested
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