Versions Compared

Key

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

...

  • Modify the Approval Step Label to a more meaningful name (ie. 1st Level Pricelist Approval)

  • Provide a Reason Description (ie. Approval needed by Price Analysst)

  • 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 Price List Conditional:

    • Condition Object (Header or line item value)

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

    • Values

...

Preview Workflow

After completing the workflow strategy, we proceed with the Preview step that will identify all of the Company Parameter tables that will be modified. For the Price List it will appear as:

...