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Playbook Approval

Flag to oversee proper configuration within a Playbook.

API NameLabelDescription
Approval_Emails_To_Send__cApproval Email(s) To SendApproval Email scenarios in which an email should be sent. Submitted and Recalled emails go to the approver(s). Approved and Rejected emails go to the submitter.
Inverse_Scenario__cInverse ScenarioIf true, the linked scenario must NOT be met in order for the approval to be enforced.
IsActive__cIs ActiveDetermines if approval is active and should be enforced in playbook
Label__cLabelDisplayed label Users see in CPQ
Persistent_Approval__cPersistent ApprovalDetermines if approval needs to be reapproved after it has been approved once, but the quote is edited. If TRUE, an approved approval does not need to be reapproved upon the quote being edited.
Playbook_Scenario__cScenarioScenario that must be met in order for Approval to be enforced. If no record is linked, the Scenario is assumed to be met.
Playbook__cPlaybookPlaybook in which this approval is enforced
Reason__cReasonReason Users wee for why this approval is being enforced
Require_Individual_Approval__cRequire Individual ApprovalBy default any action by an approver on a quote approval record will transfer to all other approvals on the quote with the same approver. Selecting TRUE for this field will bypass that default behavior and require that the approvers for this approval explicitly approve this approval individually.
Require_Notes__cRequire NotesDetermines if specific approval level notes are required for submission.