Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

...

This will load the Quote workflow template:

...

Update the Approval Step

The next step would be to update the initial default Approval step that the Quote workflow template provides by doing the following:

  • Modify the Label to a more meaningful name (ie. Total Quote Value > $50k USD)

  • Provide a Reason Description (ie. Approval needed above $50k USD)

  • Select Watch option and Minimum number of Approvers

  • Select the Approvers via one of these methods:

    • By Username

    • By User Group

    • By Role

  • Define name of Condition (ie. Test Quote > $50k)

  • Create Quote Conditional:

    • Condition Object (Header or line item value)

    • Relational Operator (>,=, <, etc.)

    • Values

...