Auto reapproval enables you to return to a specific step in the approval process, after restarting the approval, allowing you to avoid having to make approvers reapprove requests they had already completed.

The auto reapprovals occur at the step level,when a resubmit of the approval process happens. This allows you to select where the approval process continues, at a granular level. When you have a Standard step type you configure the reapproval for the step; however, if you have a Subprocess or Child Process step type, the reapproval is configured in the referenced approval rule.

For CPQ approvals, if the cart is approved,  the cart status should be in Ready for Finalization status for auto reapprovals to work.

Using Intelligent Workflow and Approvals you can set auto-reapproval criteria, using which a request once approved by certain assignees are auto-approved based on the auto-reapproval criteria.Auto Reapprovals Scenario

Use case 1: Suppose your approval process comprises three steps that are dependent on each other.

  • In step 1, the configuration is such that all records comprising a discount of a value between 30- 40 % should be approved by John.
  • Once step1 is approved, in step 2, all records comprising a discount of 41-50 % should be sent to James.
  • Once step 2 is approved, in step 3, all records above 50 % should be sent to the CFO.

Suppose you have provided a discount of 52 % which is approved by John and James, and then rejected by the CFO. You do not want to reduce the amount and restart the entire approval process from John. To do so set up and Auto-Reapproval criteria such that,

  1. For any Discount where the Current value = A constant value of 50 it should be approved.
  2. For any Discount where Current value <=Prior Value it should be approved.

You can create an Advanced Condition such that if either 1 or 2 is satisfied, the request is auto-approved. Once you reduce the discount, step 1 and 2 is auto-approved, and the request is forwarded for approval only to the CFO.

Use case 2: Enabling auto re-approvals for Proposal and Proposal Line Items

You can submit the approval requests for a Quote/Proposal and Proposal Line Items for re-approval. In a scenario where a Quote/Proposal is approved but the Approvals Manager decides to change the discount from 10 to 15% on a Proposal Line Item, you can resubmit the approval request for this for re-approval.

The system honors the auto-reapproval criteria, using which a request once approved by certain assignees are auto-approved.

The updateApprovalData API re-evaluates all the child record IDs (Proposal Line Item IDs in our case) for reapproval. For details, refer to Apttus SOAP API reference guide. Note that this API is available in the base Approvals package and can be used with the optional unmanaged custom package "Apttus Proposal Auto-Reapprovals" available on request with Apttus Release Management. This package contains the complete sample code that can be used along with the API in the base package to make auto-reapprovals work with Proposals and Proposal Line Items.

To configure reapprovals for approval rules

The approval rule must be of type Condition. You cannot have reapprovals for Dimension types.

  1. Go to an approval rule and click Manage Entries.



  2. Click New below Auto Reapproval Criteria to display the criteria options.



  3. Select the fields and operators to create your expression:

    OptionDescription
    Child FilterThis field value will be None, unless there are child custom objects associated with the approval rule's Business Object. If there is a child filter available, selecting it will populate the Field list with fields from the child object. Child filters do not support auto reapproval. Whenever auto reapproval is required, you should use child processon line items or child objects.
    FieldThe fields available are related to the Business Object, or a Child Filter if one is selected. If you have defined Search Filter Approvals as Entry Criteria on your Line Item or Child object,  all the corresponding fields of your Child object are populated here.
    Value Type (L)Current Value will use the current value of the field to determine if it should be auto reapproved. Prior Value uses the value of the field before the approval process was resubmitted to determine if it could be auto reapproved.
    Operator

    Common sense needs to be applied when selecting operators. For instancea field value for Approval Stage cannot be greater than another field.

    If you select in or not in, the Value list will become a multi-select list and you can choose multiple values, if applicable. For example if the field is Approval Status, you could select multiple values associated with it, such as Not Submitted and Pending Approval. Ensure that you set a sequence number for the entry criteria to view the values.

    Value Type (R)Current Value and Prior Value are the same as Value Type (L). Constant Value means whatever you subsequently enter in the Value field is used for the expression, regardless of at what point during the approval process the field had that value.
    ValueThe value that is compared to Field/Value Type (L) to determine if the expression is true or false.

    Click + to add another line to the expression and make it an AND relationship, where each line must be true.


  4. Click Advanced Options if you want to have a combination of OR and AND relationships between each of the lines of the expression.
  5. Click OK and the expression is added to the Auto Reapproval Criteria column.
  6. Click Save to update the approval rule.

When you have an approval process that contains an approval step which references the approval rule, auto reapproval may occur, based on the configured settings. You can add more auto reapproval criteria for that approval rule entry or for any other entries for that rule.

To configure reapprovals for process steps

The approval process step type must be Standard.

  1. Select an approval process and click New Approval Step.
  2. Ensure you select Standard from the Step Type list and proceed to the Select Auto-Reapproval Conditions page.

  3. Select the fields and operators to create your expression:

    OptionDescription
    Child FilterThis field value will be None, unless there are child custom objects associated with the approval rule's Business Object. If there is a child filter available, selecting it will populate the Field list with fields from the child object. You do not need to select a value for this. Child filters do not support auto reapproval. Whenever auto reapproval is required, you should use child processon line items or child objects.
    FieldThe fields available are related to the Business Object, or a Child Filter if one is selected. If you have defined Search Filter Approvals as Entry Criteria on your Line Item or Child object,  all the corresponding fields of your Child object are populated here.
    Value Type (L)Current Value will use the current value of the field to determine if it should be auto reapproved. Prior Value uses the value of the field when it was last approved by the approver during a previous iteration of the approval process, which may not be the most recently changed value of the field.
    OperatorCommon sense needs to be applied when selecting operators. For instance, a field value for Approval Stage cannot be greater than another field.If you select in or not in, the Value list will become a multi-select list and you can choose multiple values, if applicable. For example, if the field is Approval Status, you could select multiple values associated with it, such as Not Submitted and Pending Approval. Ensure that you set a sequence number for the entry criteria to view the values.
    Value Type (R)Current Value and Prior Value are the same as Value Type (L). Constant Value means whatever you subsequently enter in the Value field is used for the expression, regardless of at what point during the approval process the field had that value.
    ValueThe value that is compared to Field/Value Type (L) to determine if the expression is true or false.

    The Step Auto Reapproval Criteria field used to store Reapproval Criteria accommodates 32000 characters.

  4. Click + to add another line to the expression and make it an AND relationship, where each line must be true.
  5. Click Advanced Options if you want to have a combination of OR and AND relationships between each of the lines of the expression.
  6. Click Next and proceed to finish configuring the approval step.

When you resubmit the approval process, and the auto reapproval criteria are met, the process will automatically reapprove the appropriate steps.