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Issue in grabbing data from step 2 in guided selling to use on step 3 Approval Workflow?

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Issue in grabbing data from step 2 in guided selling to use on step 3 Approval Workflow?

I am at standstill after recreating approval workflows, custom fields, process builders, etc. to try and actually get approvals to fire properly in our ZQuotes instance.

 

I am using Salesforce's standard approval process. My issue, my entry criteria is off of the Quote Rate Plan Charge object but step one in the actual approval is referencing the most basic of field requirement for Payment Terms that live on the Quote object. I would have thought I'd be able to access parent and child fields in the approval flow but it's only giving me Quote Rate Plan Charge and Quote Rate Plan - not the Quote it applies to from the second step in the selling process. I tried building out a custom field on the Rate Plan Charge and then a workflow or a flow to populate it from the Quote but it's not letting me look up to the parent. Obviously, thay have to be grouped/associated somewhere in order to build the Quote.

 

Any help would be greatly appreciated from the community as I've created a ticket, reached out to our team and even requested help from the team working on our SOW without any answers yet. 

 

thank you -Megan

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Zuora Alumni

Re: Issue in grabbing data from step 2 in guided selling to use on step 3 Approval Workflow?

Thank you for your patience.   One of our specialist will contact you on ticket.



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Tutor

Re: Issue in grabbing data from step 2 in guided selling to use on step 3 Approval Workflow?

Fantastic. I am looking forward to it. At this point, the approval workflows are all that are in our way from launching ZQuotes - a process we've been working on for 8 weeks.