Submit Action Set

When the Submit button is clicked, the Submit action and its associated modifications do not necessarily run.

After Submit is clicked:

1. The quote passes through the approval tree defined on the Submit action. If any of them return true, the Request Approval action will be performed first.
2. Approvers receive notifications and the Approve and Reject actions are available to them until they have performed either action, at which time the actions will no longer be visible to them.
3. When the quote has received its final approval, or if no approvals are required, the Submit action and its associated modifications run.

Plan your status modifications, step transitions, and integrations accordingly!

1. Navigate to the Admin home page.
2. Click Process Definition in the Commerce and Documents section.
3. Click on the applicable Commerce process.
4. Select Actions from the Navigation drop-down for the main document, and then click List.
5. Click Add at the bottom of the Actions List page.
6. Enter a Label.

7. Enter a unique Variable Name.

   The Variable Name field populates automatically. Variable names can only contain alpha-numeric characters and underscores. The entry can be changed before saving, but after saving the value is read-only.

8. Select Submit from the Action Type drop-down.
9. Click Add to save changes, or click Cancel to return to Action List without saving changes.

Resetting of reasons is typically used when a quote is required to step through the entire Approval Sequence, or portions of the sequence, even if some of the Approvals have already been received. An approval reason has 4 statuses: Approved, Rejected, Pending or Ignored.

Resetting & Approval Statuses

1. Navigate to the Admin home page.
2. Click Process Definition in the Commerce and Documents section.
3. Click on the applicable Commerce process.
4. Select Actions from the Navigation drop-down for the main document, and then click List.
5. Open a Revise type action.
6. Click the Reset Reasons tab.
7. Select one of the following: 

   • Simple Reset (All Reasons): If this option is selected, the reason will be reset.
     The default setting is for no reasons to be reset.

   • Define Advanced Reset: Select this option and click Define Function. Write an advanced function that will return the reasons that should be reset. The return format can be an array or delimited string of the reason variable names.

   Notes:

   • If the desired outcome is that the quote only needs an Approval once, regardless of changes or revisions, then the Reason or Reasons should not reset.

   • The Revise sub-action cannot activate reasons or submit the Transaction. Revise will always perform only its own Step transition and all active approval nodes will always be deactivated.
   • Approval workflow cannot be resumed until the request for approval action is performed again.