Create Process builder budget control?
Hello, everyone.
I would like to try creating a process builder budget control. Can you give me some guidance?
such as
1. Can save/edit information for writing memos. and can attach files To propose for consideration according to
The line of command can be commanded.
2. Receive and send data/files in email format. to automatically consider/approve according to the line of command
Considerer or person with approval authority Able to record approval consideration and attach signature in PDF.
3. Can check status/message log list and text recording document files in PDF format
4. Able to display reports, track and check the status of consideration/approval through the system.
5. Able to pull the budget request report so that the account can be used for auditing later.
6. Able to search for message records that are under the same line of command. according to the desired conditions