How can hide an action before RfC is first created and saved ?
Here is my scenario. My RfC is suppose to move from Created --> Validation. The action to move from Created to Validation is Set Request for Change to "Validation". When RfC is first saved, Change Manager PF is automatically determined using IBase and when above action is chosen, an email is sent to Change Manager. Everything is working as expected if I do this in two step i.e. 1) Create the RfC, then 2) chose action Send RfC to Validation
But, if I combine both steps in one since actions is already available even before RfC is saved, the email is not sent to Change Manager, because the Change Manager partner is not yet determined.
How can I hide the action until RfC is created and SAVED? The action has below Schedule Condition. I am wondering what is the status before RfC is first saved? I assume E0001 is set after RfC is saved? If so then why is this action active and visible in WebUI?
&CRM Service Process.User Status& | [*]E0001++CRHEAD |
Thanks
Sajid