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Hi,

For a use case we would like to have an approval process for a service quote with the related rule :
if the total price of the quote is under 3000, then Approved directly the quote, if the price is over 3000 sent an approval.

Fo this purpose we set a rule like that : (see the word for the full process)
But in both cases (price > or < 3000), after submit the quote, the status of the quote is sent for approval. The loop with the rule is not considered.
We tested 2 cases  with a total price : > 3000 and < 3000. Same results > sent for approval.
Do we forget something with the rule ?



Thanks and Regards

antony

Hi Anthony,

Perhaps this document even though it is for a PR would help as it describes approval process to go one way for approval and another way if over a certain value?

 

I got caught out doing a similar approval test. It turns out that if the submitting user is in the group of approval users, it will bypass the approval step. Could that be the case in your testing?

Hi ​@Phil Seifert , there may be an issue with the document that you attached.  I was hoping to get a copy as we are trying to do something similar.

Thanks,
-Nick

Hi Nick,

You actually should have a copy of this document as it comes with the standard documentation set supplied with the Alliance application.  It is called:

Approval Process when PR Less Than Value goes to Appr1 and PR More Than Value goes to Appr2.pdf

If you deployed the user guide help files, you should find it here:

 Hope this helps.

HI all

Thanks for your support. 👍
After some tests, we find the solution, its the same described by ​@csjohnstone 
Bypass the approval step (and check the auto apporve checked)

Thanks adn Regards

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