Configuring the Marketing Approval Values

The standard Siebel Marketing configuration provides the following lists of values (LOVs) for the Marketing approval process:

• Approval Status. The values from this LOV appear in the Approval Status field that appears in the Marketing Plans, Budget Requests, Programs, Campaigns, Event Plans, and Offers screens.

• Action. The values from this LOV appear in the Action field in the Universal Inbox applets and the Approval view tab of the Marketing Plans, Budget Requests, Programs, Campaigns, Event Plans, and Offers screens. Action values are automatically mapped to Approval Status values. For example, when a user chooses an Approval Status value of Needs Revision in one record the Action value is updated to Request Revision in the corresponding Universal Inbox record.

The following table shows the preconfigured mapping for these values.

Approval Status	Action	Description
(blank)	Not Yet Submitted	This field is blank until a value is selected.
Approved	Approve	Approval Last Point. No further action is required by user.
Declined	Decline	Approval Last Point. No further action is required by user.
Needs Revision	Request Revision	Requires action by the user until an Approval Last Point is selected.
Submitted	Submit	Requires action by the user until an Approval Last Point is selected.

If required, you can add to the list of values using the Administration - Data screen. If you add a value that you intend to be an Approval Last Point, you must identify the new value as an Approval Last Point in Siebel Tools. These tasks are described in the following topics:

• Adding a New Approval Value and Mapping the LOVs

• Identifying a New Approval Last Point Value

• Disabling the Approval Dialog Box