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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 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

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
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