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Configure Approval Tracking Components

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Configure Approval Tracking Components

Approval tracking components give reps and managers visibility into the quote lock and unlock approval workflow. Add two components to the Quote record page so reps and managers can monitor unlock request status directly from a quote. Together, the components show the complete approval history, pending reviews, approver identity, and review comments for a quote.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Life Sciences Cloud, Life Sciences Cloud for Customer Engagement Add-on license, and the Life Sciences Customer Engagement managed package.
User Permissions Needed
To configure approval tracking: Life Sciences Commercial Admin
  1. From the App Launcher, find and select Quotes.
  2. Select a quote.
  3. Click Setup, and then click Edit Page.
  4. Create a tab on the record page, and enter a name for the tab.
    For example, Approvals.
  5. Drag Approval Trace to the Approvals tab.
    Approval Trace is visible to both reps and approvers. It shows the approval history, approver identity, submission dates, and decision comments.
  6. Drag Orchestration Work Guide to the Approvals tab.
    Orchestration Work Guide is visible to approvers only. Approvers use it to view pending requests, approve or reject them, and add comments—all from the Quote record page.
  7. Save your changes.
  8. Grant read access to the approval objects so reps and managers can view the approval tracking components.
    1. From Setup, in the Quick Find box, enter Profiles, and then select Profiles.
    2. Select a profile, and then click Edit.
    3. Fom the Standard Object Permissions section, select Read for these objects.
      • Approval Submission
      • Approval Work Item
    4. From the Field-Level Security section, click View for these objects, and then select Read Access for the required fields.
      • Approval Submission: Give read access to the Related Record field.
      • Approval Work Item: Give read access to these fields.
        • Approval Chain Name
        • Approval Submission
        • Assigned To
        • Comments
        • Reviewed By
        • Reviewed Date
        • Status
    5. Repeat substeps a—d for all relevant profiles.
 
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