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How to create reminders for Sales Quote approvals?

Hi

We have a customer that would like a reminder send to the approver if a sales quote has been awaiting approval for 8 days after submission.

I have created the approval process and tried to create a workflow rule for this reminder, but there is no event that makes is possible to schedule the workflow rule based on the submission of the sales quote.

I also looked into this (see below), but I don't think that can trigger an email or a new notification - simply just change the task priority. I am not sure how to benefit from this function, as an approval process only triggers either a notification or an email? This seems to be task related?

Do you have any suggestion on how to be able use the above to create reminders on awaiting approvals or do you have a whole other suggestion?

Thanks

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2 Answers

  • avatar image
    Former Member
    Mar 31, 2016 at 09:50 AM

    Hi Maya,

    You could set a Workflow rule on Sales Quote BO, with timing as "Scheduled". In the Event, you can provide the field "Changed on". Further, the relative time could be after 8 days. Please refer below screenshot.

    If you note, the field "Changed on" in Approval facet within Sales Quote is basically the submission date. Ofcourse, it could also mean, the approved date which might trigger additional mails. But, looks like this is the only possible way. Unfortunately, there is no Submission date captured in Sales Quote.

    Regards,

    Pavithran


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    • Hi again Pavithran.

      By coincidence I checked the email tab on another user in the system and I found the emails I have been waiting for - but unfortunately only in the system. I had hoped they would be send to my actual email inbox and not just in the system. Also I didn't get any nofication of the fact that I had received an email.

      Even though I am the direct approver of the Approval process, I only received this email, when I added my self as 'Employee recipient' and not when I chose Involved Party Approver.

      How can I receive the notification in my actual email inbox, and how can I ensure that it will be sent to the approver of the sales quote, so I don't have to define a specific employee as recipient in the workflow rule?

      Thanks.
      Looking forward to hearing from you.

      /Maya

  • avatar image
    Former Member
    Apr 01, 2016 at 09:33 AM

    You can try creating an MDR which will be having the logic of getting the quotes having submission date > 8 days + approver's email id. Also, You can generate the reminder emails form the MDR itself

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