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My Approval Search

OVERVIEW

CPQ Cloud allows users to search for pending approvals through the View Manager. Users have pending approvals waiting in a queue when there are quotes they need to approve. This makes it easy to examine each individual quote to approve or reject it.

ADMINISTRATION

ClosedViewing Pending Approvals

  1. Navigate to the Transaction Manager from the header or side navigation menu.
  2. Select My Approval Search from the Views drop-down and click the Blue Arrow to perform the search.

    1. A list of your pending approvals appears in the transaction manager search results page.
  3. Click the Click here to open link under the Quote Description column.This will take you directly to the quote you need to approve.

  4. Click the Approvals tab on the main-document and either approve or reject the quote.


ClosedManaging My Approval Search View

You can set My Approval Search as the default search view on the transaction manager. Then, when the user clicks on the transaction manager, they will always see their pending approvals first.

  1. Navigate to the Transaction Manager from the header or side navigation menu.
  2. Click Manage underneath the Views header.

  3. Select the Default checkbox to set My Approval Search as the default view.

  4. Click My Approval Search under the Name column to change the name of the search.

NOTES

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