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Topics#Salesforce CPQ & BillingManjunath TJ 的问题
Manjunath TJ (PwC) 提问于 #Salesforce CPQ & Billing
2018年2月26日 02:29

CPQ - Pending Quote Approvals on Home Page

Hey, what's the best way to get pending Approval list on Home page using Point-and-click mode? Having a Dashboard component using Tabular report doesn't work, as Homepage component doesn't render Tabular DB components. Is anything CPQ had in-build? Or we need to build a custom component to show what's pending?

 

The answer on the link https://community.steelbrick.com/t5/Advanced-Approvals/Functionality-similar-to-quot-Items-to-Approve-quot-from-native/m-p/2059#.M8 (https://urldefense.proofpoint.com/v2/url?u=https-3A__community.steelbrick.com_t5_Advanced-2DApprovals_Functionality-2Dsimilar-2Dto-2Dquot-2DItems-2Dto-2DApprove-2Dquot-2Dfrom-2Dnative_m-2Dp_2059-23M8&d=DwMFAg&c=eIGjsITfXP_y-DLLX0uEHXJvU8nOHrUK8IrwNKOtkVU&r=FUlXUeEe0q9ILZbsMGyD0SVpghagUd19GJKV15val_w&m=s0G8EAFWnvi1wcRUivikpfd0rpzuVkl7YrXZ46_KK14&s=1j1mlFbf5K7pJEAZyDTMf4RBTZvxIYTkibH3BhR-xYA&e=) doesn't work.

 

Thanks in advance for any feedback.

 

Manju
5 个回答
  1. Maria Harutyunyan (Magnet360)
    2018年9月12日 19:53
    I'm using advanced approvals in lightning and still having the same issue.  any thoughts on how i can get it to pull into the "items to approve" list?
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