Symptom
<*PDAApproval*> tag is not working for approval when sending notification through Generate Document action.
Environment
SAP SALES CLOUD CPQ
Reproducing the Issue
- Go to Setup;
- Create a notification containing <*PDAApproval*> tag
- On Workflow, attach notification on Generate Document action
- On a Quote, trigger the Generate Document Action
- See that on email received, there is no link on the <*PDAApproval*> tag.
Cause
Expected Behavior.
There are two processes in CPQ:
- Quote Approval - Approval of quote from CPQ users (internal approval). Here PDA and OneClick approval are intended to be used
- Quote Acceptance - Acceptance of quote for customer's customer. Here PDA and OneClick approval will not work
Which scenarios PDAApproval might be used? Quote approval. Example - On quote, when a approval rule is trigger (i.e., discount should not exceed 30%), it will be required to send Quote for user's approver, configured in Approval Process. Request Approval action will be triggered, entering the Quote Approval Process. On request for approval an email will be sent to approver. This notification template may have One click approval and PDAapproval tag.
Resolution
Quote Acceptance is not supposed to be used to trigger Approval Process.
See Also
Keywords
PDA, OneClick, Approval, Notification, Email, CPQ , KBA , CEC-SAL-CPQ , Sales Cloud CPQ , Bug Filed