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            Reevaluating Smart Approvals Individually

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            Reevaluating Smart Approvals Individually

            If you want your approval rule to send approvals for evaluation when any one of its conditions changes, regardless of the overall conditional logic, select the approval rule’s Reevaluate Smart Approvals Individually field. While the field is active, Advanced Approvals compares a smart condition’s previous tested value with the new value during resubmission. If the comparison evaluates to false, Advanced Approvals ignores conditional logic and sends the record to the approver. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later
            Important
            Important Approval snapshots don’t update for auto-approved approvals.

            To enable this feature, select the Reevaluate Smart Approvals Individually field on your approval rule.

            Example
            Example

            Your sales rep submits a quote line for approval under the following approval rule.

            Approval Rule
            Reevaluate Smart Approvals Individually: Enabled
            Approver: Sales Manager
            Condition 1
            • Quantity > 0
            • Smart Approvals: Enabled
            Condition 2
            • Additional Discount > 0%
            • Smart Approvals: Enabled
            Condition 3
            • Partner Discount > 0%
            • Smart Approvals: Enabled
            Rule Condition: (1 OR 2) AND 3

            The quote has a quantity of 10, additional discount of 0%, and partner discount of 20%, which provides the logical statement of (true OR false) AND true = true. The condition evaluates to true, so Advanced Approvals sends the quote to the Sales Manager, who approves it. The sales rep recalls the quote, then updates the tested fields.

            • Quantity: 20
            • Additional Discount: 0%
            • Partner Discount 20%

            Upon resubmission, Condition 3 becomes false because the value of Partner Discount didn’t change. The rule condition’s logic is now (true OR false) AND false = false. However, because the rule uses Reevaluate Smart Approvals Individually, Advanced Approvals recognizes that the tested value for Condition 1 changed, and so the results are ignored. Advanced Approvals sends the quote to the Sales Manager for reevaluation.

             
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