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How to initiate the Approval Flow in Oracle CPQ based on some condition.

edited Jul 29, 2025 9:56AM in Configure Price Quote 2 comments

Question- How to initiate the Approval Flow in Oracle CPQ based on some condition.

Hi All,

I have a below requirement.

Current Approval flow is-

  1. Sales Director
  2. Quote Manager
  3. BA

Requirement-

Sales Director should be able to return the Quote to level 2- Quote Manager and level 1- BA.

Quote Manager should be able to return the Quote to level 1- BA.

We have created a custom menu field called "Revert Quote" with values BA and Quote Manager. If the Quote is with Sales Director, both fields in the custom menu will be available. If Quote is with Quote Manager only BA is available in the custom menu field.

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