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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.
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Setting | Type | Parameter Name | Parameter Textblock | Note |
|---|---|---|---|---|
Approval process activated | Option switch | approval | true / false | |
Approval process options | Picklist
| approvalmode | This parameter defines whether a workflow (""low sell violation"") will be activated in case a minimum price is undercut. | |
Percentage value for trigger | Input field | approvalsumvalue | ||
Show 'draft' until approval | Option switch | ShowDraft | true / false | Controls the Visibility of a ""Draft"" indication for Quotes which are not approved. |
Show Approval Levels in Editor | Option switch | showApprovalLevelsInEditor | true / false | If true, will indicate the value of a position's sf42_quotefx__SF42_QuoLI_ApprovalLevel__c field. Level 1, 2, 3 are supported |
Use Simplified Approval Logic | Option switch | UseSimplifiedApprovalLogic | true / false | If active, the approval template is required as soon as there is an active approval process for the quote object. The other settings for approval are ignored ( |