Configure Approval Workflow for Deal Registration

The deal registration process involves several decision points. Sales administrators and application implementation consultants can configure the approval workflow so that each request is routed to appropriate person or persons for approval.

Sales administrators and application implementation consultants can use Approval Manager to configure deal registration approval workflow to support the following use cases:

1. Route deal registration approval notification simultaneously to a central group of approvers with the same role, such as an operational group consisting of users who are not channel account managers.

2. Route deal registration approval notifications sequentially to a hierarchy of users with approval authorization, such as channel account managers and the channel sales managers to whom they report.

3. Route deal registration approval notifications in parallel to users with different roles such as channel account managers and sales operations.

4. Route deal registration approval notification to a single or list of approvers for situations when no one else is identified through other rules.

Sales administrators and application implementation consultants can use these steps to configure approval workflow for partner deal registrations.

1. Sign in with your sales administrator or application implementation consultant credentials.

2. From Navigator, select Setup and Maintenance.

3. Search for and select the Manage Administration Profile Options task.

4. Change the profile option MKL_DEAL_USE_DEFAULT_APPROVAL_PROC from Yes to No.

5. From Navigator, click Tools, Application Composer.

6. Under Common Setup, select Business Processes.

7. Copy the default MKLDealsApprovalProcessComposite and create a new one, using the default as your template.

8. Click Editing the Project, make your changes and save it with a different title - such as "Deal Registration Modified Approval Process".

9. Under the Common setup region in the tree, click Object Workflows.

10. Click the Create icon.

11. In the Create Object Workflow page:

    • Select Deal Registrations as the object

    • Enter a name for the workflow.

    • Under Event Point and Condition, select the radio button for When record is updated.

12. Under conditions, click the green icon for the Groovy editor/builder.

13. In the Expression Builder window, in the free-form text area at the bottom of the window, enter the following Groovy condition:

    def secCtx = adf.context.getSecurityContext()

    if (secCtx.isUserInRole("ZPM_PARTNER_SALES_MANAGER_JOB") || secCtx.isUserInRole("ZPM_PARTNER_SALES_REPRESENTATIVE_JOB") || secCtx.isUserInRole("ZPM_PARTNER_ADMINISTRATOR_JOB"))

    {if (isAttributeChanged('RegistrationStatus') && RegistrationStatus=='DEAL_SUBMITTED') return true;}

14. Click OK to save the changes.

15. In the Create Object Workflow page, in the Actions region click the create icon for Business Process Flow.

16. In the Create Action: Business Process Flow page:

    • Enter a name for the flow.

    • Click the search icon next to the Project Name field. Search for and select the new project you created.

    • Under Inputs, provide the following within single quotes:

      • Approver: Channel Sales Manager ID

      • Held EntityStatus field: Registration status

      • E-mail Address: Partner user e-mail address to receive notification once it is approved or rejected.

17. Save your changes.