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We use advanced approvals for CPQ. If the sales rep recalls the approval to make changes to the quote and then resubmits, the recalled approvals still show up in approval list view. It is causing confusion all around.

I know based on https://help.salesforce.com/s/articleView?id=000380239&type=1 that we can't delete the recalled approvals. Is there a way to hide them from view? 

 

#Salesforce  #CPQ  #Advanced Approvals

1 Antwort
  1. 4. März 2024, 10:08

    Deanna, you could create a custom list view with criteria that filters out the recalled approvals, the filter criteria could be based on the status or any other related fields

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