Actions on Proposals
On proposals, the Actions menu offers ways to modify the business object or gather more information about the object.
The options available are:
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Open Concept: opens the related concept.
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Send: opens a dialog to send notification to other users. You can even add a message in the notification.
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Bookmark URL: bookmarks the url for future reference - clicking this will redirect you to the website the bookmark is linked to.
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View Version History: view previous versions of the product proposal, irrespective of the product proposal version you're currently on.
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View Approvals: a quick-view access to the Approval History of a Submitted or Approved Proposal (from within the object).
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Manage Team: controls who has access to read and modify and access the object
- Define Metrics: add or delete metrics or set threshold values for proposal metrics
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Export: opens a dialog to configure an export procedure of the object's content.
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Terminate Workflow: terminates the approval workflow of a proposal.
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Delete: opens a dialog to delete the object.