I am not able to convert or edit a record. Why?

You may not be able to convert or edit a record if the records are waiting for approval according to an approval process. It appears with a Lock icon.

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  No, you cannot convert a sales order to purchase order. You are allowed to convert a sales order to Invoice. Read more about how to convert a sales order to invoice.

• I cannot find the "Convert" option under actions while creating a workflow?

  The Convert Option will be available under actions only when either of the following parameters are met: You have selected when to execute the rule? as Edit. However, the option to repeat the workflow on every edit is unchecked. You have selected ...

• Actions Performed On a Record

  Create Records You can create records in the  supported modules from your Android device. While adding leads and contacts, you have two options: to create a new record or import from Address Book. To create a new record Go to the module (Leads, ...

• If a record has been created and the layout not been made available to the record owner, can he still access and edit the record?

  Yes. Even if a layout of the record is not available to the owner of the record, he/she can access and edit the record.

• How will I know if a record is waiting for approval? What actions can be performed on the record?

  A system generated email alert is sent to the approvers, stating that a record has been submitted and needs their approval. The approver can check the My Jobs module and check the record and then approve, delegate, or reject it. The following will ...