Approval
- Anne Krieg
- Phu Nguyen (Unlicensed)
The settings tab and the approval process functions presented here are only available in the appero quote Enterprise version.
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, | Controls the display of "Draft" lettering for quotes that have not yet been approved:
|
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.
|
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 ( |