3657827 - How to skip or automatically approve when Approval has already been activated

Once an Approval flow is created for a specific entity, it cannot be deleted afterwards, as the specific entity instances are related to this approval flow.

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• SAP Sales Cloud Version 2
• SAP Sales Cloud and SAP Service Cloud Version 2

1. Log in to the tenant.
2. Open the All Settings on the top right of the My Profile icon.
3. Search Approval.
4. Click the delete icon on the Approval flow which needs to be deleted.
5. An error message will occur: Failed to delete the approval process as it is being used in the following XXX entity.

• Since the Approval flow to be deleted has already been used by the relevant entity instance, it cannot be deleted.

Set the status to "Approval not necessary" to skip approval or enable the automatic approval process, and handle it according to the following workaround:

1. How to set 'Approval not necessary' status in an entity instance in the Approval process
   1. Log in to the tenant.
   2. Search Approval in All Settings.
   3. Find the Approval flow that doesn't need to be approved.
   4. Change the Condition so that it won't be met forever. (e.g in the Sales quote entity, using the Progress (progressStatus) Is Null)
      Verification:
      1. Go to the newly created entity instance.
      2. Click the Submit For Approval.
      3. The Approval status will be 'Approval not necessary'.
         Note: The Approval section will show 'Not Applicable' (Not Applicable - Conditions are not met and hence the approval process ends.)
2. How to set 'Approved' status automatically in an entity instance in the Approval process
   1. Log in to the tenant.
   2. Search Approval in All Settings.
   3. Find the Approval flow that needs to set automatic approval.
   4. Change the Condition so that it must be met forever.
   5. On the Step Details, Make the Work Distribution as Direct Approvers
   6. Don't select any approvers as Direct approvers
   7. Enable the 'Automatic Approval' Button
      Verification:
      1. Go to the newly created entity instance.
      2. Click the Submit For Approval.
      3. The Approval status will be 'Approved'.(Conditions are met, however the approver can't be determined (approver is not added at the case step), and the Automatic Approval switch is enabled while setting up the approval process.)

3593650 - Inability to Create Sales Order from Sales Quote

Approved; Not Applicable; Approval; Sales Quote; Approval not necessary; Skip Approval; SAP Sales Cloud; SAP Service Cloud, CNS, V2 , KBA , CEC-CRM-APR , Approvals for SAP Sales/Service Cloud , CEC-CRM-CQP , Sales Quote for SAP Sales/Service Cloud , How To

SAP Sales Cloud and SAP Service Cloud Version 2 all versions