Two behavioral toggles ship as Dataverse environment variables, so an administrator can change them in the maker portal without a code change. Both default to Yes, which suits most teams.
The settings
| Setting | Schema name | Default | What it does |
|---|---|---|---|
| Auto-Approve Within Guardrails | cwt_AutoApproveWithinGuardrails |
Yes | A submit with no floor breach goes straight to Approved. Set to No to require an explicit approval on every submission. |
| Lock Quote While Pending | cwt_LockQuoteWhilePending |
Yes | A hard edit-lock while a quote is Pending Approval. Set to No for a soft lock that warns but allows edits. |
A third variable, Escalation Last Run On (cwt_EscalationLastRunOn), is written by the escalation schedule each time it runs. It is a health marker, not a setting; do not edit it by hand. See Turn on automatic approval escalations.
Change a setting
- Open the Power Apps maker portal and select the environment.
- Go to Solutions → Deal Desk 365 → Environment variables.
- Open the variable and set its Current Value.
The app reads the current value at execution time, so a change applies to the next submit.
These settings live in the maker portal, so changing them needs a System Customizer or System Administrator in Power Apps. That is separate from the in-app Deal Desk roles: even the Deal Desk Administrator role, which configures pricing rules, approval policies, and templates inside the app, does not grant access to environment variables in the maker portal. See Roles and permissions.