New Approve/Reject Process

Hello Ada Napierala , 

Can you check if this approach would work for you as a starting point: 

You would need to implement an exclusive gateway to separate the thread if the Supervisor Approves/Rejects the Opportunity Change.A good example for this scenario is the stock template process Quote Approval When Discount Exceeds 20%. 

The only requirement that it's not clear to me is "I would like the opportunity to remain and the probability it was on". 
For that you might need to store the previous Probability Value, or just change the Probability value to a placeholder value to have the user re filling it according the new feedback. 

In any case, I hope this is a good start and let me know if it works for you. 

Cheers, 

André 

Andre Serrazina thank you so much, that is so helpful. 

I was able to proceed further, I think I am 70%-80% there. This is how my workflow looks like now:

The probability requirement is that if a user changes probability to 75% and that has been rejected, it should default to its previous probability, until other fields (Target Live Date) are updated. 

Also, I am confused on how to choose the user for the approval for the change - they are not a manager, so is there a way for me to just choose from a list? 

Thanks!

Ada

Hello Ada Napierala , 

On the question If you can select the user that will approve the change, that's quite straightforward, you'll need to select it in the settings of the step like so: 

In terms of reverting the Probability value to the Original one if it's reject, that requires some more steps as we'll need to record the value of the previous probability in a separate field to be able to revert the probability value to that same field if the process was not approved. 

However, this might get trickier as Probability by default is calculated depending on the Sales Stage of the Opportunity. 

Do you have the same setup on your instance or is the user directly changing the probability value? 

Hello Ada Napierala , 

On the question If you can select the user that will approve the change, that's quite straightforward, you'll need to select it in the settings of the step like so: 

In terms of reverting the Probability value to the Original one if it's reject, that requires some more steps as we'll need to record the value of the previous probability in a separate field to be able to revert the probability value to that same field if the process was not approved. 

However, this might get trickier as Probability by default is calculated depending on the Sales Stage of the Opportunity. 

Do you have the same setup on your instance or is the user directly changing the probability value? 

Hi Andre Serrazina ,

Thanks for that :) 

Yes, we change the Sales Stage and Probability is updated automatically. In that case, I can change the workflow to Sales Stage update (rather than Probability update). 

I  am just trying to understand, if I don't make any other updates, and somebody changes the opportunity to 75% Sale Stage, and this is rejected, what will happen to the opportunity? The goal is to approve the sales stage change. 

Best, 

Ada

Hello Ada Napierala , 

When the new Opportunity Sales Stage is rejected you'll need to setup a "Change Field" Step to edit the Opportunity Record. 

The limitation here is that Sugar will only allow you to select the value from the dropdown list and not a dynamic value. This is limitation is documented as the following Idea

portal.sugarondemand.com/

This means that all the "Rejected" Opportunities will be reverted to the same selected fixed value (eg. Qualification) and not to the value they had before the process was triggered. 

Would that be a valid approach for your business case? 

If not we might need to think of alternatives, I was considering that an alternative we could explore is preventing the users from selecting specific sales stages and have them creating a task to the supervisor requesting that change instead. 

Let me know your thoughts. 

Cheers, 

André

 Andre Serrazina I think it will work, because all opportunities will move from 50% to 75% so it's fine. 

Thank you so much for your help!

Ada

Hi,  Andre Serrazina 

I enabled the process for the user, and once it's trigger she can see it in her Processes, however when she clicks on the affected record (opportunity) she does not have the option to approve / reject.

I checked, and she is assigned to that process, so I am wondering if there are other settings / restrictions in place that I need to set up?

Thanks!

ADa

Hello Ada Napierala , 

Thanks for sharing. 

That's weird, can you validate which is the user that you are selecting to perform the approval. On the following example I am assigning it statically to "Jim Brennan" and the options should up like you see bellow: 

A good way to check would be to add the "Processes" Dashlet and see if the process shows up there or validate if the Process is actually being triggered at all. 

Let me know if this helps. 

Cheers, 

André 

Hi  Andre Serrazina , 

I did assign a user it statically - and yes, the trigger is working and she receives new records in Process to approve - however, the Approve/Reject buttons do not show up on the record. 

I am not sure where I could make a mistake - I have another of such processes and it is working.

Thanks, 

Ada

Hello Ada Napierala , 

I am afraid I might be missing something. 
The best would be to create a support case to have one of our support agents have a look at the instance and confirm what is causing this behaviour. 

Let us know how that goes. 

Thanks, 

André