As soon an OQLI approval status is updated from “Approval pending” to “Approved” or “Rejected” trigger the creation of a related Approval snapshot record and populate fields as below:
Scenario 1: “Is Auto Approved” field at OQLI level is false:
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Scenario 2: “Smart Approved?” field at OQLI level is true:
Same as above except for the fields below:
FIELD LABEL | FIELD POPULATION |
Approved Date | Approved date of the original Approval snapshot who approved first quote |
Approver Role | Approver role of the original Approval snapshot who approved first quote |
Approver Name | Approver Name of the original Approval snapshot who approved first quote |
Approver Comment | Approver comment of the original Approval snapshot who approved first quote |
