Create an Approval Rule

Add an approval rule to your approval process and define the templates and target objects for your approval actions. (Salesforce CPQ Managed Package)

Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later

Go to your Approval Rules object page, and click New.
Name the rule.
In the Target Object field, choose which object to target.
If you don’t choose an object, the default is the Opportunity object.
Enter a number for the approval step.
The Advanced Approvals package evaluates approval rules with approval step values of 1 or larger. Rules with negative or null approval step values aren’t evaluated.
Choose each Advanced Approval template that you want to use.
If you’re using approval or rejection templates, use the Approval Recipients field or Rejection Recipients field to notify users other than the approvers of the approval’s status.
To always evaluate this rule, select Active.
Choose a value for Conditions Met.
If you’re using logic to evaluate more than one condition, choose Custom, and create the logical grouping values. To create logic tiers, click Edit Logic.
Choose the approver.
The approver can be a single user or an approval group.

When the approver on the approval rule is a group, all users of the group appear in the approval step. If any user in the group has a delegate, those delegates aren’t included as approvers.
To chain the approvers, add an approver chain.
To fire this rule only during certain dates, enter the start and end dates.

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