The Purchase Orders App of Apptivo has an action center from where the users can configure the different activities taking place within the application. This includes the convert option. The Set Criteria feature enables the users to determine the condition during which the convert button has to appear or remain hidden.
Steps to Follow
- In the Purchase Orders App of Apptivo, select Settings from the App Header.
- Go to Security → Actions from the left navigation panel of the Settings page.
- The Convert action is available in the Objects category. You can set your criteria to access the action. If the criteria match in purchase orders, the action will appear.
- Enable the toggle to set your own criteria for displaying the action.
- Select the set criteria button to set the condition for the convert button to be visible. Here, the condition is set to display the button only when the Status is Closed.
- On clicking update, the changes are saved.
- When the status is not closed, the convert button will not appear in the purchase orders.
- When the status is closed, the convert button will appear in the purchase orders.
