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Approval Variable Fields
When you use Advanced Approvals, you can create or modify approval variables to reference data within an approval condition. Some fields aren’t visible or editable depending on the page layout and field-level security settings. (Salesforce CPQ Managed Package)
Required Editions
| Available in: Salesforce CPQ Summer ‘16 and later with Advanced Approvals 3.1 and later |
- Aggregate Field
- Specifies which field is used by the aggregate function. For example, if you want to find the average partner discount across all your quote lines, the aggregate field would be Partner Discount and the aggregate function would be Average.
- Aggregate Function
- Specifies the action to perform on the aggregate field. See Aggregate Field.
- Combine With
- Indicates whether another approval variable is combined with this approval variable. For example, you want your variable to combine the total number of quote lines containing “Tablet” with another approval variable that counts the number of quote lines containing “Laptop.” If you have 20 tablet quote lines and 10 laptop quote lines, your first approval variable returns a value of 30, while your second approval variable returns a value of 10.
- Filter Field
- Specifies which field to filter your variable by. For example, if you want to only with a Product Family of Hardware, the filter field would be Product Family, the filter value would be Hardware, and the operator would be Equals.
- Filter Value
- Specifies the value to use when filtering your variable by a field. See Filter Field.
- List Variable
- If you’re using a discount-type approval variable, provide a list price value used in discount calculation. Advanced Approvals calculates the discount as ((1-(Net Variable/List Variable))*100.
- Net Variable
- If you’re using a discount-type approval variable, provide a net price value used in discount calculation. Advanced Approvals calculates the discount as ((1-(Net Variable/List Variable))*100.
- Operator
- Determines how the field is filtered.
- Type
- Choose whether the approval variable is a summary or discount type. Summary approval variables evaluate multiple fields that are defined by the Filter Field and Filter Value fields. Discount approval variables evaluate a list price and net price that are defined by the List Variable and Net Variable fields.
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