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Approval Sequences Best Practices (Doc ID 1660663.1)

Last updated on JANUARY 20, 2023

Applies to:

Oracle BigMachines CPQ Cloud Service - Version 12.0 and later
Generic (Platform Independent)


This article is from the Oracle CPQ Cloud Product Help. For the most recent information, please log in to your CPQ Cloud site and click here.

An overview of Approval Sequences Best Practices in Oracle CPQ Cloud.




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In this Document
 Table of user-clicked actions & conditions
 Reset reasons on "Revise" action
 Don't transition on "Reject"
 Return at least one approver when using advanced approver functionality
 Adhere to one pending approval step when setting up transitions
 Keep parent action "Submit" and sub-action "Submit for Approval" advanced modifications equivalent
 Hide "Submit" attributes on pending step
 Approval trees don't control access to profiles
 Summary of "Submit for Approval"

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