Approvals
Discussion List
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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… -
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 42 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 43 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 103 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 13 views 1 comment 0 points Most recent by Rene CPQ Support-Oracle Configure Price Quote -
Is it possible to print approve_history_submit_t comment in email templateSummary: We have a requirement to update approver comment in pending approval/Approved email template . As per requirement user will add comment while approving the quot…
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How to make individual Line-Items readonly based on certain condition ?Summary: The requirement is like, if we want to make a line-Item read-only based on certain criteria, for e.g - If line attribute "abc_l" is "true" then make that line-i…Nilkant Sandipan Ingale 43 views 1 comment 0 points Most recent by Paraschiv Remus-Oracle Configure Price Quote
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Approve the Quote via REST APIHi, When we try to Approve the quote via REST API, we are getting this error. ========================================================================================== …
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CPQ ApprovalsSummary: Hello everyone, I'm interested in transferring the quote to a different approver if it remains unapproved for a certain period of time. Can you provide any sugg…
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CPQ: Post Approval FYI NotificationHi, How can I send post approval FYI notification to a certain user? Once the transaction is approved, I want to send FYI notification. Regards, EssmaeelUser_2025-03-28-20-51-35-346 42 views 2 comments 0 points Most recent by User_2025-03-28-20-51-35-346 Configure Price Quote
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How to attach multiple attachments in approval notification(s)?Hello Folks, How can we attach multiple attachments to the quote approval notifications? I could only find option of attaching one document. Our requirement is to attach…User_2025-03-28-20-51-35-346 53 views 1 comment 0 points Most recent by Chandan A J-Oracle Configure Price Quote
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How to create children quotes in CPQSummary: Create children quotes Content (required): We have a scenario where different products should trigger different approval flows at same time. For that we're thin…Max Prestes 143 views 6 comments 1 point Most recent by Vali Constantin-Oracle Configure Price Quote
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How to create notification for Part creation/update?Summary: Notification flow for Parts creation/update Content (required): Is there a way to send a notification for a person/team whenever a part is created/updated? Vers…
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Customize email body for Approval Notification errors.Summary: Is there a way to customize email body for Approval Notification errors? Talking about this specific message: "An error has occurred while trying to process you…