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Re: Creation of multiple SPQs

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Hi Mike,

 

Instead of using SPQ for due diligence, have you considered using d-forms. d-forms can have your own defined fields and go through a defined approval process as well. A SPQ followed by a dForm (tied to a review -> approval task) should help you achieve workflow for due diligence. Alternately you may look at customizing SPQ with visibility conditions provided you can pre-define your due diligence criterion based on a field that is being captured in some filed on SPQ.

 

Regards

Vilas


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