ApproveCustomerByType

This notification is used to control the creation of customers.

It is triggered when:

  • Approval hierarchies are used for customers. An employee type is specified as approver.
  • A customer is created and submitted.

This notification in turn triggers the Approve Customer by Type To-Do.

Recipient

The Approve Customer by Type To-Do is received by the following users:

  • All users who are assigned the employee type specified as approver. However, the To-Do disappears if another approver/substitute approver approves the customer first.

Workspace

The Approve Customer by Type To-Do directs the recipient/s to the Customer workspace.