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 |
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Show Approval Levels in Editor | Option switch | ShowDraft | true / false default_standard: false, | Controls the display of "Draft" lettering for quotes that have not yet been approved:
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Show 'draft'-watermark until approval | Option switch | showApprovalLevelsInEditor | true / false default_standard: false, | Represents the value of the sf42_quotefx__SF42_ApprovalLevel__c field in the editor. Level 1, 2, 3 are supported. |
Die Einstellungen zur alten Genehmigungs-Logik können weiterhin verwendet werden, sie sind in der kompakten Übersicht lediglich ausgeblendet:
Setting | Type | Parameter Name | Parameter Textblock | Note |
|---|---|---|---|---|
Approval process activated | Option switch | approval | true / false Default: false | Basis for the old approval logic |
Approval process options | Picklist
| approvalmode | This parameter defines whether a workflow (""low sell violation"") will be activated in case a minimum price is undercut.
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Percentage value for trigger | Input field | approvalsumvalue |
Show 'draft' until approval
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
ShowDraft
true / false
true = Indication will be visible
false = Indication is disabled
Use Simplified Approval Logic | Option switch | UseSimplifiedApprovalLogic | true / false Default: true | If active, the approval |
submission is required as soon as there is an active approval process for the |
quote object. The other settings for approval are ignored ( |