| Table of Contents |
|---|
1. Approval Process
Depending on your choice of workflow in the Briefing Record the AD and/or Script Workflow is chosen.
1.1 Approval Step 1 [Script Manager Approval]
- Click on the "Submit for Approval" button on the record detail page to submit this Briefing Script for Manager Approval.
...
"Script Pending manager approval" until the script has been approved or rejected by the manager.
"Script Pending Client approval" if the script has been approved by the manager .
The record owner will receive a notification email indicating that the script has been approved by the manager.
"Script Rejected by Manager" if the script is rejected by the Manager. The user needs to re-work on the script and again send the script for another manager approval.
The record owner will receive a notification email indicating that the script has been rejected by the manager.
1.2 Approval Step 2 [Script Client Approval]
Once the Script is approved by Manager (status: Script Pending Client approval) then the script is ready to be sent for client approval.
...
Once the record is completed with an approval by both the manager and the client the next step is for the user to work on the briefing by adding the Url or related file to Notes and attachment or both and then sent it for approval.
1.3 Approval Step 3 [
...
AD Manager Approval]
If the Status is "Script Approved" click on the "Submit for Approval" button to submit Briefing for Manager Approval.
Requirement: Briefing will be sent to Manager for approval only if the Script Status is : "Script Approved" or "Advertise Rejected by Manager" or "Advertise Rejected by Client" .
1.3.1
...
Status Options after Step 3
"Advertise Pending manager approval" until the Briefing is approved or rejected by the manager.
"Advertise Pending Client approval" if the Briefing is approved by the manager .
The record owner will receive a notification email indicating that the Briefing is approved by the manager.
"Advertise Rejected by Manager" if the Briefing is rejected by the Managermanager. The user needs to re-work on the Briefing and again send the Briefing for manager approval.
The record owner will receive a notification email indicating that the Briefing is rejected by the manager.
1.4 Approval Step 4 [
...
AD Client Approval]
Once the Briefing is approved by manager then the Briefing is ready to be sent for client approval.
...
Requirement: The Briefing will be sent to the client for approval only if the Script Status is : "Advertise Pending Client approval" .
1.4.1
...
Status Options after Step 4
"Advertise Pending Client approval" until the Briefing is approved or rejected by the client.
"Advertise Approved" if the Briefing is approved by the client.
The record owner will receive a notification email indicating that the Briefing is approved by the client.
"Advertise Rejected by Client" if the Briefing is rejected by the client. The user needs to re-work on the Briefing and again send the Briefing for manager approval and start with Approval Step 3.
The record owner will receive a notification email indicating that the Briefing is rejected by the client.
1.5 Possible
...
Error Messages
1.5.1 Send "Email to Contact" not working
Below message alert will be displayed if
- the Script Status is other than
- Script Pending Client approval
...
- or
- Advertise Pending Client approval and
...
- you are trying to
...
- use the "Send Email To Contact" button
...
- .
Click "Send Email To Contact" button message if there is
- no Briefing Url added to the Advendio_BriefingScript__c and if there is
- no file in the Notes and Attachment :
- .
