You can ask Max to lookup approval records using conversational flows. Max supports approvals for Quotes and Agreements. For information on submitting an 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 action 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 that are 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 action buttons to view the most recent approval records.
Conversational Flow: Lookup Approvals
The following table describes the possible conversational flow between you and Max for looking up quote approvals or agreement approvals.
|Type of Lookup||Conversational Input from User||Response from Max | Result|
show me my last agreement approval
|Shows the last modified agreement approval submitted by you|
|Multiple Approvals||Shows the 3 most recently modified approvals|
|Approvals submitted by you||show me approvals I submitted||Shows the approvals recently submitted by the user logged into the Apttus system.|
|Lookup approvals based on approval data|
show me the approvals I created that are on hold
|Shows the approvals submitted by the user logged into the Apttus system which has the status, On Hold|
|show approvals where the approver is John Smith||Shows approvals assigned to John Smith|
|Lookup approval status||what is the status on the last approval I submitted||Shows the value of the field, Approval Request Status|
|show me my open approvals||Max displays approvals with Approval Status as Notified, Submitted, Assigned, Reassigned, Approval Required, or Pending Approval.|
|show me my closed approvals||Max displays approvals with Approval Status as Cancelled, Approved, or Rejected.|
|Lookup approvals with no specific criteria|
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 display approvals where you are either the Initial Submitter or the Assigned To and the related Account or Quote matches the substring ABC and 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.
For approvals that are submitted to you, you can also approve or reject them as a follow-up action on lookup approvals. For more information, refer to Follow Up Actions for an Approval.