Approval Email URLs with SugarCRM Route

Approval Email URLs with SugarCRM Route

In some situations, a seller may need an approval before the quote they create can be sent to the buyer. This could be because they are providing a non-standard discount or because they are including products that they are otherwise unable to sell, or other such reasons. In this case, the seller is able to create an approval email using Mobileforce CPQ and send it to the approver for action.

Approval Emails
When a seller sends an approval request to an approver, an email is constructed on behalf of the seller and sent to the approver. This email uses the "Approval Email Template" as a part of the approval process.

Action elements of an Approval
When an approver receives an email request for approval of a quote, they can do one of three things:

  1. Approve the Request:
  2. Reject the Request
  3. View the Quote

The last of these actions, "View the Quote", would bring the approver back to Mobileforce CPQ. However, if they originally accessed Mobileforce CPQ from SugarCRM authentication, this "bringing them back" also needs to go through SugarCRM Authentication. Unfortunately, due to limitations in SugarCRM, that action of "View the Quote" needs to have a URL constructed for it that carefully marshals the approver through (a) first the sugar authentication and (b) then on to CPQ.

This is done as follows:

HOW DO YOU CREATE A SUGAR ROUTE URL for EMAIL APPROVALS.

Reference Customer: https://customer_name.sugarondemand.com/

Login: support@mobileforcesoftware.com

  1. Go to Sugar CRM router and copy the below URL

https://{sugar-instance-id}/#mfcpq_MobileForce_CPQ_edit/{mobileforce_cpq_id_c}

The following two elements of the URL structure are replaced by actual values:

  1. Go to Mobileforce manager, login to the customer account and go to CPQ setup.

  2. Go to Email template: select approval request email template and edit.

  3. In the body of the URL: search for goto quote and follow the below steps:

https://mcfallfuel.sugarondemand.com/#mfcpq_MobileForce_CPQ_edit/${adlform_id}

Finally, save the changes in UI layout and test the flow in the proposal.