You can ask Max to look up approval records using conversational flows. Max supports approvals for quotes and agreements. For information on submitting for approval, refer to Submitting a Quote for Approval and Submitting an Agreement for Approval.
When you ask Max to look for your approvals, Max displays buttons based on your profile. If you placed the approval request, Max displays approvals where you have initially submitted the quote or agreement for approval. If you are the approver, Max displays quote and agreement approvals assigned to you.
Based on your profile and the approvals related to you, Max displays the following action buttons:
- Quote Approvals Submitted
- Quote Approvals Pending Action
- Agreement Approvals Submitted
- Agreement Approvals Pending Action
Click the relevant button to view the most recent approval records.
Conversational Flow: Look Up Approvals
This table describes possible conversational flows between you and Max for looking up quote or agreement approvals.
| Type of Lookup | Conversational Input from User | Response from Max | Result |
|---|
| Single approval | Show me my last agreement approval | Shows the last modified agreement approval submitted by you |
| Multiple approvals | - Show me the last 3 Approvals
- Show me the 3 most recent quote approvals
| Shows the three most recently modified approvals |
| Approvals submitted by you | Show me approvals I submitted | Shows approvals recently submitted by the user. |
| Look up approvals based on approval data | Show me the approvals I created that are on hold | Shows approvals submitted by the user with "On Hold" status. |
| Show approvals where the approver is John Smith | Shows approvals assigned to John Smith |
Look up approval status
| What is the status on the last approval I submitted | Shows the value of the Approval Request Status |
| Show me my open approvals | Max displays approvals with a "Notified", "Submitted", "Assigned", "Reassigned", "Approval Required", or "Pending Approval" status. |
| Show me my closed approvals | Max displays approvals with a "Cancelled", "Approved", or "Rejected" status |
| Look up approvals with no specific criteria | Look up approvals | Max returns the 20 most recently modified approvals related to you. |
| Complex queries | Show me approvals that I submitted recently for ABC that are on hold | Max displays approvals where you are either the initial submitter or are the assignee, the related account or quote matches the substring "ABC", the created date is within the last 30 days, and the approval status is "On Hold". |
If you do not specify whether the approval is for a quote or an agreement in your lookup query, Max first asks if you want to see Quote Approvals or Agreement Approvals. Max displays the relevant approvals based on your selection.
You can also approve or reject approvals submitted to you as a follow-up action to an approval lookup. For more information, refer to Follow-Up Actions for an Approval.