afv-library/prompts/investigation-triage/fix-complex-approval-logic.md
2025-11-13 08:08:57 -05:00

552 B
Raw Blame History

name description tags
Opportunity Approval Investigation Diagnose inconsistent approval checkbox behavior on Opportunities and propose a remediation plan. investigation, triage, opportunity, approval-process

A user has reported the following bug: "When an Opportunity moves to Proposal/Price Quote with a Discount ≥ 20% or ACV ≥ $100k, the Approval Required checkbox should be checked. Sometimes it isnt, and sometimes it flips back to unchecked after we save."

Let's investigate, uncover the problem and plan an approach to fix it.