This extension allows having the custom capabilities on the Quote approval feature, for example, handing over the approval process to an external service.
Initial Setup
- Create a new Groovy Script with the type “Additional Approval Action”. Please refer to Groovy Service Introduction - Uploading a New Groovy Script for more details of how to do this.
- In Administration > Master Data Management > Approval Gate, you can select among the Groovy Scripts with the “Additional Approval Action” type for the “Script to Execute” field. For more details about how to set up a complete approval workflow, please consult the Approval and Permission Engine Guide.
Additional Binding Variables
The following binding variable(s) are made available for this extension point, in addition to the common binding variables listed in Groovy Service Introduction - Common Binding Variables.
Variable Name |
Class |
Description |
---|---|---|
salesItemsTree |
SalesItemsTree |
Represents the Quote, it contains the functions that can be used to query the quote and its line items data as well as to modify them. |
approvalGate |
ApprovalGate |
Represents the approval gate that triggers the script. |
Expected Output
A String objects.
Script Execution
When submitting a Quote (Actions > Submit in an Open Quote), if an Approval Gate is applicable for the quote based on the Approval Rules, and if that Approval Gate has been assigned a script to execute, the script will be executed. The output of the script will be inserted as a Note in the Quote automatically.
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