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Troubleshoot Advanced Approval Conditions with Smart Approvals

Udgivelsesdato: Aug 26, 2024
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Understanding Smart Approval Logic

In the Advanced Approval package, Conditions in an Approval Rule evaluate at every step of the Approval Process (i.e. on Submission, on Approval, etc.). If the Quote fields are changed to fit the Approval Rule’s Conditions while the Approval is in flight, new Approvals can be generated when Approvals are already Approved.

If the Approval Rule’s Approval Conditions have Enable Smart Approvals marked True, they can auto approve if Approval Snapshots exist where conditions are still met when or where the Quote field values have not changed.

However, depending on the Conditions Met field, users may see different behaviors on resubmission for Approval.
  1. Conditions Met = All - All conditions need to be True in order to require reapproval
  2. Conditions Met = Any - Approval Conditions are evaluated individually, and if any Condition returns True, approval needs to be provided again
  3. Conditions Met = Custom - Smart Approvals only auto approve if logic returns False (F)

Note: The Advanced Condition field does not support the NOT logical operator. Use Does not Contain Operator in Approval Conditions for exclusionary logic.
Løsning
Note: The letter S in the examples below denote a condition using Smart Approvals:
  • For 3, the rule conditions logic can look like this:
((1S or 2) and 3S)

 

  • where 2 meets for approval but 1s and 3s have been approved with no change: approval is not required
(F or T) and F = F

 
(1S or 2)

 

  • where 2 meets for approval: requires reapproval
(F or T) = T

 
1 and (2S or 3S)

 

  • Auto approve even if 1 is met and 2 and 3 initially met and unchanged
T and (F or F) = F

 
1 and (2s or 3)

 

  • where 1 and 3 are met, require reapproval
T and (F or T) = T




When using ‘Reevaluate Smart Approvals Individually’ for an Approval rule, this setting makes ‘All’ and ‘Custom’ Conditions Met act as ‘Any’. This means any ‘And’ conditions would be treated as ‘Or’ conditions when testing for reapproval, but not when testing for auto-approval with Smart Approvals.

NOTE: When using Equals and Not Equals Operator and Smart Approvals, Approval Conditions where the setting is enabled only reevaluate if the field being tested has Changed.
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Vidensartikelnummer

000389672

 
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Salesforce Help | Article