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            Create Advanced Approvals Buttons

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            Create Advanced Approvals Buttons

            Create buttons that let sales reps submit or recall a record for approval. Then add these buttons to the objects you’ve enabled for approval. (Salesforce CPQ Managed Package)

            Required Editions

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

            In this example, we create buttons for the CPQ Quote object. However, you can create buttons for an object that you’d like. Replace Quote with the object label and Quote__c with the object’s API name.

            Note
            Note If you use an object that has separate versions but the same name in both Salesforce CPQ and Salesforce, such as Quote__c and Quote, make sure that all your references refer to the correct version.

            If you’re creating buttons in a Lightning Community, use a global action of the Type: Custom Visualforce that refers to the Preview Approvals Visualforce page and then add the action to the Quote’s Lightning Actions. When a user clicks the Preview Approval button, the Preview Approvals page for the quote opens.

            1. Create Visualforce pages for your buttons.
              1. From Setup, in the Quick Find box, enter Visualforce Pages, and then select Visualforce Pages.
              2. Click New.
              3. Create a Visualforce page that sales reps use when submitting a record for approval. Use the following values.
                • Label: SubmitQuote
                • Name: SubmitQuote
                • Visualforce Markup:
                  <apex:page standardController="SBQQ__Quote__c" extensions="QuoteExtController" action="{!onSubmit}">
<apex:pageMessages  />
</apex:page>
              4. Create a Visualforce page that sales reps use when recalling quotes. Use the following values.
                • Label: RecallQuote
                • Name: RecallQuote
                • Visualforce Markup:
                  <apex:page standardController="SBQQ__Quote__c" extensions="QuoteExtController" action="{!onRecall}">
<apex:pageMessages  />
</apex:page>
            2. Create buttons and link them to your Visualforce pages.
              1. From Setup, in the Quick Find box, enter Objects, then select Objects. Select the Quote object for the Salesforce CPQ package.
              2. From the Buttons, Links, and Actions related list, click New Button or Link.
              3. Create these buttons. Each button has a Display Type field of Detail Page Button and a height of 600.
                Submit for Approval
                • Button Label: Submit for Approval
                • Button Name: Submit_for_Approval
                • Behavior: Display in existing window with sidebar
                • Content Source: Visualforce Page
                • Visualforce Page: Choose the SubmitQuote page you made in Step 1c.
                Recall Approval
                • Button Label: Recall Approval
                • Button Name: Recall_Approval
                • Behavior: Display in existing window with sidebar
                • Content Source: Visualforce Page
                • Visualforce Page: Choose the RecallQuote page you made in Step 1d.
                Preview Approval
                Note
                Note To create a Preview Approval button in a Lightning Community, use a global action of the Type: Custom Visualforce that refers to the Preview Approvals Visualforce page. Add the action to the quote’s Lightning Actions. When a user clicks the Preview Approval button, the Preview Approvals page for the quote opens.
                • Button Label: Preview Approval
                • Button Name: Preview_Approval
                • Behavior: Display in an existing window with a sidebar.
                • Button or Link URL: /apex/sbaa__PreviewApprovals?Id={!SBQQ__Quote__c.Id}
                • Link Encoding: Unicode (UTF-8)

            See Also

             
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