We want to assign a lead or case to specific role on the basis of a event you can say On Approval/Reject. Is this possible using ACL module in Workflow?
Yes, you can achieve this using the ACL module in the Workflow.
How to Achieve this:
- Access the Admin Portal:
- Log in to the Admin Portal where you can manage the ACL and Workflow settings.
- Event Mapping:
- Navigate to the Event Mapping section within the Admin Portal.
- Map Task Status Update:
- Locate the specific event you want to trigger the assignment based on, for example, “On Approval” or “On Reject.”
- Map the Task Status Update to this event.
- Configure Execution Type:
- Select the execution type as “Manual.”
- Select Location:
- Choose the location or context to whom you want to assign.
- Save Configuration:
- Once you’ve set up the event mapping, execution type, location, and any necessary conditions, click the “Save” button to save your configuration.