I'll give a scenario to try and paint a picture of what I'm trying to achieve:
1. User builds the quote in the quotes object. Once they are happy with that they will submit for approval
2. Based on the products selected it will go to a number of approvers. So for example, if they selected a product from the product family "Communications" this would go to the approver within that team. Im most cases the quote is built up of products from several product families so therefore it will go to multiple approvers.
3. This bit is fairly self explanatory, so if the quote is greater than 10% discountes this is when it goes for approval. this bit I know I cant do.
The bit I seem to be having trouble with is 2, is it possible to look at this detail and have the approvers set in this way?
I've only ever done very basic approvals so this isnt my stong point?
Any help/advice appreciated.
1 answer
Approvals on their own cannot access the product details, not descriptive fields anyway such as product family. You can roll up numeric values onto the quote from the line, and also up to opportunity if required in order to build up your criteria for entry into the Approval flow.
You may able to use a Visual flow launched from a button which can determine which product families are present on the Quotation line, then submit quote record with the field values needed to start your approval process. You should then be able to handle whether the button has been clicked using a validation rule.
I haven't tried any of this, just trying to give you a way forward . If not you will have to go down the Apex path.
Good luck.
