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In the admin area "Approval" you define the basic settings for the approval process. The approval process itself is then set up in Salesforce Standard.



true / false
Setting
Type
Parameter NameParameter TextblockNote
Approval process activatedOption switchapprovaltrue / false
Approval process options

Picklist

  • Is Inactive
  • When Lowsell is undercut
  • Is always active
  • For percentage discount
approvalmode

This parameter defines whether a workflow (""low sell violation"") will be activated in case a minimum price is undercut.
A suitable workflow is prerequisite.

false = Approvalprocess is inactive
true = Approvalprocess is active, depending on Lowsell Violation
always = Approval is needed for all Quotes
sum = Approval is needed for percentage discount

Percentage value for trigger

Input fieldapprovalsumvalue

Show 'draft' until approval

Option switchShowDrafttrue / falseControls the Visibility of a ""Draft"" indication for Quotes which are not approved.

true = Indication will be visible
false = Indication is disabled		Admins dürfen genehmigte Angebote bearbeitenOption switchAdminEditApproved

Show Approval Levels in Editor

Option switchshowApprovalLevelsInEditortrue / falseIf true, will indicate the value of a position's sf42_quotefx__SF42_QuoLI_ApprovalLevel__c field. Level 1, 2, 3 are supported