How do I configure approval work flow for deal registration?
You can set up the approval work flow for deal registration based on the deal value in Oracle Sales PRM by following these steps:
- Navigate to Worklist as the sales administrator.
- Search for DealsApprovalTask and click Edit.
A Warning message box appears.
- From the Warning message box, click Start
Synchronization.
Wait for the synchronization to complete.
- Click Save and Commit.
- Click Edit to edit the task again.
- Select a stage that you want to edit and then, select the participant.
- As this is a rule-based approval, you can either reuse the existing rule set or create a new rule set. To create a new rule set click Create Rule.
- In the rule set, you can add new rules or change existing rules as per your requirements.
- Once the rule is created, click the add icon and select simple test.
- In the Condition Browser, select the custom attribute which you're using to assign approvers.
- Add the appropriate condition.
- You can add the approvers for when the condition is met. To add an approver click
the add icon and select Add Approver.
You can add approval group, user-based approvers, role-based approvers.
- Click Save and Commit.
You can now test the flow to verify.