Approval

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

Show Approval Levels in Editor

Option switch

ShowDraft

true / false

default_standard: false,
default_newInstallation: true

Controls the display of "Draft" lettering for quotes that have not yet been approved:

true - lettering is displayed
false - lettering is deactivated

Show 'draft'-watermark until approval

Option switch

showApprovalLevelsInEditor

true / false

default_standard: false,
default_newInstallation: true

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 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 = Approval process is inactive true = Approval process 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
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 (`approval`, `approvalmode`, `approvalsumvalue`).