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            Smart Approvals with the Equals or Contains Operators

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            Smart Approvals with the Equals or Contains Operators

            When a smart approval compares the snapshot and present value of a condition that uses the Equals or Contains operators, unchanged values return false for that condition in the overall rule condition logic. In this case, an unchanged value for an Equals or Contains means that no value difference between the snapshot and current value exists, so reevaluating that specific condition isn't required. (Salesforce CPQ Managed Package)

            Required Editions

            Available in: Salesforce CPQ Summer ’16 and later with Advanced Approvals 3.1 and later
            Example
            Example A sales rep submits a quote for approval under the following approval rule.
            Approval Rule
            Rule Condition: 1 AND (2 OR 3)
            Reevaluate Smart Approvals Individually: Disabled
            Condition 1
            • Enable Smart Approvals: True
            • Tested Field: SBQQ__Type__c
            • Operator: Equals
            • Filter Type: Value
            • Filter Value: Quote
            Condition 2
            • Enable Smart Approvals: True
            • Tested Field: SBQQ__Number1__c
            • Operator: Greater than
            • Filter Type: Value
            • Filter Value: 2
            Condition 3
            • Enable Smart Approvals: True
            • Tested Field: SBQQ__Number2__c
            • Operator: Greater than
            • Filter Type: Value
            • Filter Value: 2

            The quote has a Type field of Quote, a Number1 value of 3, and a null Number2 value, so its rule condition evaluates to true AND (true OR false) = true. Because the condition evaluates to true, Advanced Approvals sends out an approval request.

            Later, the sale rep recalls the quote, changes Number1 to 0, changes Number2 to 3, and resubmits the quote. During smart approval reevaluation, Advanced Approvals takes each condition that originally returned true and compares the current values of each condition with their snapshots from the first submission.

            Condition 1
            The snapshot value of Quote equals the new value of Quote. Due to the smart approval logic used with matching results for Equals and Contains statements, the condition now returns a value of false.
            Condition 2
            The new value of 0 isn’t greater than the snapshot value of 3. Therefore, this condition requires re-evaluation, so it returns a value of true.

            After the comparisons, the rule condition returns a statement of false AND (true OR false), which evaluates to false. Therefore, the quote is approved automatically. Due to your rule condition’s logical statement and the fact that Condition 1 reevaluated to false, the quote doesn’t require reapproval, even though your second and third conditions changed between evaluations.

             
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