Dynamic Approver based market

[smorales01]

Requirements

Through users hierarchy setup, only one approver can be selected.

- e.g. Our current set up through the user's profile is Approving Parent = Sales Approver, Managing Parent = Finance Approver, Ordering Parent= Service Approver.

There are users who can quote across markets, and depending on the market it should go to Approver A, but if in Market B. the approval should be sent to Approver B.

What are available options that could support this type of functionality?

[corey_shewell]

Hi Stephanie,

You can achieve this type of functionality by using the Custom Approver Selection Logic feature of CPQ. You can find this when setting up the approval rule.

For example, you could write a formula in this custom selection logic to pull the email, username, or full name (whichever you specify) of the desired approver from a quote custom field. Then set up logic on the quote level to populate that custom field with the desired email, username, or full name of the approver based on market, etc.

Hope this helps!

Corey