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Select a Strategy

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Create Pricing Calculation

 

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In this narrative, we will demonstrate how to create a new workflow approval strategy for our Quoting environment. We will be following this sequence of events:

Select a Workflow

Our first step will be to select our strategy workflow template from our list of available strategies or choose the custom option to develop one completely from scratch. Once we choose our strategy option, then we will provide a meaningful name (ie. Cost+ Percent Adjust)available workflows that are available with the Workflow Designer.

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This will load the Quote workflow template:

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