Approval Condition Fields

An approval rule runs when it meets its approval conditions relative to the rule’s Conditions Met field. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later

Approval Rule: This rule evaluates the approval condition. If the condition was created from an approval rule’s related list, Advanced Approvals automatically provides a value for this field.
Enable Smart Approval: When a sales rep resubmits an approval, Advanced Approvals sends approval request emails only to the approvers that had rejected the approval.
Filter Field: Provide a lookup to a field. The condition evaluates its tested field or variable against this field.
Filter Type: The type of filter that the condition tests against.
Filter Value: Enter a text value. The condition evaluates its tested field or variable against this static value.
Filter Variable: Provide a lookup to an approval variable. The condition evaluates its tested field or variable against this variable.
Index: If the approval rule evaluates several conditions in a logical statement, provide a value for referencing each condition in the statement. For example, you assign an index value of 1 and use it in the statement 1 OR (2 AND 3).
Operator: The operator used to compare the condition’s tested field or tested variable against the filter field or filter value.
Tested Field: The condition evaluates this field against the condition’s filter field, filter value, or filter variable.
Tested Variable: The condition evaluates this approval variable against the condition’s filter field, filter value, or filter variable.

Example This condition evaluates whether the quote’s Net Amount field has a value over 1,000.

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