Approval Rule Fields

Approval Rule Fields

Active

Salesforce CPQ evaluates active approval rules when you submit a quote for approval.

Advanced Condition

If you’re using multiple approval conditions and want to evaluate them based on logic other than the Conditions Met field, define your logic here.

If you have advanced conditions while the approval rule’s Conditions Met field equals Custom, Advanced Approvals evaluates all of the rule’s approval conditions. If you want to evaluate only approval conditions that fall within the scope of your advanced condition, remove any unneeded approval conditions from your approval rule.

Approval Chain

Approval chains send an approval to several approvers in sequence or in parallel paths. If your approval rule fires and looks up to an approval chain, the rule sends the approval to the first approver on the chain.

Approval Recipients

The recipients of this approval rule’s email notifications.

Approval Step

Advanced Approvals evaluates rules with lower steps first.

Approval Template

Sales reps receive an email with this template when the object they submitted for approval is approved.

Approver

When this rule fires, it sends the approval request to the user or group referenced by this approver record.

Conditions Met

Defines whether this rule must meet all or any of its approval conditions in order to evaluate an approval.

Effective Date Field

Looks up to a date field on the object this rule evaluates for approval. Salesforce CPQ compares this rule’s effective start date and effective end date against the value of that field.

Effective End Date

Salesforce CPQ doesn’t evaluate this rule after this date. This field is optional.

Effective Start Date

Salesforce CPQ doesn’t evaluate this rule before this date. This field is optional.

Excluded Statuses

Salesforce CPQ doesn’t apply this rule to approvals with any of the chosen statuses.

Override Field

Looks up to a field that overrides the value of your approval rule’s conditions.

If your approval rule includes this field, when you create a quote that causes an approval condition to evaluate to true, the quote requires approval. A value evaluates to true if string = true or 1, Boolean = true, or Decimal isn’t zero.

Parallel

All approvals at an approval step happen in parallel. Select this field only if you’re using Advanced Approvals with native approvals.

Recall Template

The email template that this rule sends for approval recalls.

Rejection Recipients

The email template that this rule sends for approval rejections.

Reevaluate Smart Approvals Individually

Reevaluate smart approval conditions even if this rule’s Conditions Met field has a value of All or Custom. If any smart approval condition returns true, the re-evaluation stops, and Salesforce CPQ considers all this rule’s conditions to be met.

Rejection Template

Sales reps receive an email with this template when the object they submitted for approval is rejected.

Request Template

Sales reps receive an email with this template when approvers request more information or actions for the approval process.

Require Explicit Approval

When an approver completes an approval that this rule created, Salesforce CPQ also approves all of that user’s other approvals. However, if this field is active, users must manually approve each of their approvals instead.

Target Object

The object that this rule evaluates. When a user submits a record for an approval, Advanced Approvals evaluates all active approval rules targeting that record’s object.