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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.

Setting

Type

Parameter Name

Parameter Textblock

Note

Approval process activated

Option switch

approval

true / 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 field

approvalsumvalue



Show 'draft' until approval

Option switch

ShowDraft

true / false

Controls the Visibility of a ""Draft"" indication for Quotes which are not approved.

true = Indication will be visible
false = Indication is disabled

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 (approval, approvalmode, approvalsumvalue).


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