Approvals are now supported for Partner Managed Quotes and Contracts using Salesforce Communities. Your channel partners can not only create quotes and contracts, but can also access all the approval functions that are available to your internal employees. For a community page setup, enable the following functions as community user:
Preview Overall from Cart
Return to Cart from Cart Preview Page
Preview Overall from Quote Header
Line Item Preview from Cart
Submit for Approval from Cart Preview
Return to Quote from Cart Submit for Approval confirmation page
Submit for Approval from Quote Preview Page
Return to Quote from Submit for Approval from Quote Header Preview page
Approvals History page from Quote Header for Submitted Quote
My Approvals Page (When no approvals needed)
My Approvals Page (When approvals needed)
Approve from My Approvals Page
Reject from My Approvals Page
Take Queue Ownership from My Approvals Page
Cancel Submitted Approval as community user
Ensure that you have set the requisite permissions for community users for apex classes, objects, and VF pages.
- Navigate to the Approval object and create a custom field for approval actions with datatype as formula. The formula field for the custom field remains the same as that of the Approval Action field except for the hyperlink.
- Add the site prefix specific to the community setting, to the hyperlink. For example,
"/developer/Apttus_Approval__ApprovalRequestEscalate?id="&Id,"Escalate","_top"
, where developer is the site prefix for the community org. - Ensure that you add the custom fields to the appropriate page layout of the pages the community user has access to.
After you add the button to the community page layout, the button is visible to the community user having access to the page.
For each community page which has a specific hyperlink, configure separate custom buttons and fields for the community and associate the site prefix in the hyperlink of the particular custom button or field.