I'd like to create an approval on Quotes (steelbrick CPQW Quote object but that shouldnt matter) that looks at some of the data on the related quote lines record. I know I can't set the criteria based on this if the approval process is at the quote level I just wondered if anyone had the same issue and how they worked around it?
Essentially I'd like to know what additional discouint has been applied to each line, if any of those are above x% then when the quote is submitted for approval it works through the approval process. I started with a solution that rolled up the SUM of the disocunts given the calculated teh percentage but that only works if there is one product or all of the products have been discounted by the same %.
Any feedback/advice appreciated.
1 answer
This seems quite challenging with Standard functionality. You can use Apex to get this done.
