on ‎2021 Jul 27 8:41 AM
Dear Experts,
We are carrying out approcal process in CPQ system. First we need to send approval request to first approver. After approval of his/her we want to send relevant request to second approver. However based on my research,approval request is sent to all approvers at the same time via CPQ standard. This is not the desired behavior in our case as it will sent to the top approvers without review of first approver.
Can we design the approval process hierarchically as I described above via "custom approver selection logic" or in a different way?
Thanks in advance.
Mertkan Poyraz
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AnswerRequest clarification before answering.
Hello,
The custom approver selection logic won't help you to do sequential approval.
If your approval process isn't too complex and is based on the discount amount and user hierarchy, you can use the Discounts/Multipliers feature and an approval rule using <*GI(EXCEEDEDISCOUNT)*> condition with approving parent as selected approver.
If you need to do more complex task, you need to use script to trick the approval steps to make sure you get to another level.
Thanks
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Hello Maxime,
Thanks for your detailed answer.
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