Approvals
Discussion List
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how to implement serial approval in a sequence in CPQSummary: I have 3 level of approver in a sequence and each have different discount factor. Once the user submit for approval , it must pass thru all the 3 approver . Lev… -
Can we perform oracle CPQ approval process from Salesforce (Something like remote approval)Summary: We have been facing issue with syncing the approval data from CPQ to SF as the approval data are only available after the approval action is done and it would r… -
Field to display current pending approvalSummary: We would like to run are report on pending approval quotes and sort it out based on the group on which the quote is currently pending for approval. while doing …
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when or how to reduce the list of "ALL" from Things to Finish section?Hi Team, Wanted to understand ,when and how to reduce the list of notifications under Bell icon →Show All→ All section. Does that automatically disappears from All secti…Priyadarshini_sahoo_2507 11 views 3 comments 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote -
Add the display approver first name attribute in email templateSummary: We are using SSO login for our CPQ Login which is using the email address of the user. We have build approval email template where we are sending the email to a…Shubham Majithia 11 views 1 comment 0 points Most recent by Ganesan Viswanathan -Support-Oracle Configure Price Quote
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Run BML script on schedule basis in CPQSummary: We are using Salesforce (SF) as our CRM, we are facing issue with mismatch in data between SF and CPQ due to various reasons. like, Scenario 1: Most approvers w…
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Stop Approval completion Notification emailSummary: We want to Stop Approval completion Notification Email, that is being send to the Quote Submitter. Hi Team, Is there a way to stop the Notification for approval…
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When an order is cancelled, is there a way to have it be approved before cancelling?Summary: A large order has been created and is ready to process when it is decided that it should be cancelled. Customer service can cancel the order without Sales Manag…
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How to get the dynamic token from _transaction_approve_link and _transaction_reject_linkHello Team, We need to customize the email approval response as per the business requirement. In the approval email we need to show the approve and reject links as image…
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How to identify on click of submit that quote will escalate for approval or Autosubmit?Summary: We have a requirement where we need to run some business logic when quote approves completely. Content (please ensure you mask any confidential information): We…
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How to implement auto approval functionality for sequential approversSummary: Hi, We have a approval reason which have different levels of sequential approvers. For example A → B → C → D . The use case is once submit is performed by a use…
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Remote Call Processing BMLHello, How do the "Remote Call Processing" BML functions modify a quote, in regards to approving/rejecting? Specifically in regards to what's returned from the function.…
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Where can I get instructions on setting up a timer in steps?I am trying to set up a timer in steps but I am unsure what the 'map to' fields are - does it mean these only relate to quotes form these users/groups? Where can I get s…
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how to attach an excel/csv file in approval emails inside submit approval action nodesSummary: As part of OOTB approval mechanism (Submit action set), client want to have a csv/excel file as an attachment (which is uploaded into an quote attribute) in the…
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The comment entered in pop-up gets captured in a 2D-Array format in Approval History.The comment entered in pop-up gets captured in a 2D-Array format in Approval History. We need to parse this 2D array and extract the comment and then place it on multipl…raju11 61 views 7 comments 0 points Most recent by Haripriya Samasi-Support-Oracle Configure Price Quote
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Approve Link in mail notification takes user to intranet instead of generating a reply.Summary: When user clicks on approve link in email notication of approvals, it takes him to intranet, ideally it should generate a reply which if user sends, respective …
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When resubmit rejected workflow, have it go back to the level that rejected. it.Summary: When workflow is rejected, have option that when resubmitted by initiator it would go back to the level that rejected it, bypassing the levels that had approved…
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For the Approve action in workflow, can the email be turned off?Summary: I have set up a process that will automatically submit an approved quote to create the order. By doing this, the users that have submitted the quote into the wo…
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How to make rejection comments required?Summary: Need to make reject comments required. Content (please ensure you mask any confidential information): Hi, Is there a way we can make reject comments a required …Max Prestes 41 views 1 comment 0 points Most recent by Haripriya Samasi-Support-Oracle Configure Price Quote -
Approval DelegationSummary: if approval is already submitted, when the approver is not available then we need to change the approvers. is there any possible way to do this scenario? Conten…Divya Lakshmi R 21 views 3 comments 0 points Most recent by Dillon Witt-Support-Oracle Configure Price Quote
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How can I access default email template fields?I'm trying to create an email template in Email Designer. I want something very similar to the default approval template but want to add some additional information but …
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Implementation of Quote Line Level ApprovalsSummary: Implementation of Quote Line Level Approvals Content (required): Any one has implemented Quote approval process based on each Line. In our case each Quote Line …Bharath Bhushan Chevvakula 41 views 3 comments 0 points Most recent by Divya-Oracle Configure Price Quote
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Viewing approval sequence reasonsHow can I view the approval sequence reasons in a more condensed view without having to scroll across enormous gaps to see the next entry? using Version: 23D Patch 3
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Hide Approvers / Assignees in Approval NotificationSummary: Hide all or future approvers in approval notification Content: Hi all, we need to hide future approvers during an approval. So the current approver should only …
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Request approval APIWe have admin task where Admin would revise a set of approvals for the quotes and resubmit quotes for approvals. This is being done via rest api. The issue with this app…
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how to derive approval comments entered by user in the reason popup into a CPQ quote attribute?Summary: This is a new requirement for our project where we want to derive approval comments entered by user in the reason popup into a CPQ quote attribute. Content (req…KaustavGohain-Oracle 101 views 3 comments 1 point Most recent by Adrian-Support-Oracle Configure Price Quote
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How can I change CPQ Line Item Export output from .xls to .xlsx?We are sending the line item grid export document in .xls format to the users via email on approval. If we want to change the export output format from .xls to .xlsx is …
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It's possible to make transaction read-only based on user group?Summary: Transaction Read-only Content (required): There's a way to make a transaction read-only for users that belong to a specified group? Version (include the version… -
Use JSON result from rest API call with applytemplate function.Summary: Is there a way to use JSON result from rest API call with applytemplate function? Based on help notes here is syntaxis for applytemplate(String templateFileLoca…
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If approver user is in Multiple Groups and multiple reasons are in Awaiting Approval Email ApprovalSummary: If approver user is in Multiple Groups and multiple reasons are in Awaiting Approval Email Approval Issue Content (required): Created a transaction having multi…Jana Vakati 11 views 1 comment 0 points Most recent by Rene CPQ Support-Oracle Configure Price Quote