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custom email notification to a sales quote approver

Hi Experts.

I have the requirement to send custom email notifications to approvers of sales quote (custom mails means that standar notifications does not work, so i´ve unchecked the question "Do you want to notify business users using e-mail without additional subcription about business task management" and created a new work flow rule).

I´ve configured a work flow rule which determination is set to "Custom Defined Involved Party Approver" and "Involved Party Approver", but it only works if i add manually the aprovver to the sales quote involved parties.

So my questions are:

1. Is there any way for my work flow rule determine the actual approver without the need of add the approver to the sales quote? or

2. Is there any way to do that the sales quote automatically add the approver role to the involved parties and determine the approver according to the approval process configured?

Hope for you to help me.

Best regards.

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1 Answer

  • Best Answer
    May 14, 2018 at 03:27 PM

    ad 1) The current approvers cannot be determined by a report or workflow rule yet. Plan is to at least derive them via a reporting.

    ad 2) The party role can be added via PDI coding or via rules under Administrator -> Sales and Campaign Settings: "Define Rules for Sales Quote Parties". In fine-tuning for Involved Parties you need to activate the step "Use Rules for <party role name>"

    There is an option to send an approval mail via outlook including the quote form template to the approver without using a workflow rule. This approach allows you to set the approval status directly via action in the e-mail. Prerequisite is to maintain all the relevant certificates for the user. So far the e-mail text cannot be configured.

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