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The following are the capabilities of the Strategy Designer feature for the development of custom pricing strategies for your application. The overall capabilities of this feature are:

Table of Contents

Design Panel

The main panel for Workflow Designer will appear as:

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This main page is comprised of these panels; Workflow Strategies, Add Workflow option, strategy add-ons (Steps, Approvers, etc), workflow formula.

Workflow Strategies

One of our initial areas of interest will be the workflow strategies that are part of the Workflow Accelerator n and will automatically be loaded by the Workflow Designer. In the highlighted section below, we can see several workflow strategies:

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These strategies are provided as non-working skeletons that must be customized for your specific workflow approval requirements. They provide the specific design framework necessary for the type of workflow that is needed for the specific approval type (Quote, Price List, etc.)

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NOTE: The initial list of workflow strategies that are shown will be those that are deployed as part of the Workflow Accelerator. They are provided to you as part of the default out-of-the-box deployment of Workflow Designer.

Workflow Formula Calculation

By selecting one of the workflow strategies on our listed of pre-built strategies, we are able to view (and edit) the formula that comprises the workflow:

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Workflow Formula Add-ons

We have the ability to modify (or create) a workflow strategy using the different add-ons available. The initial default set of add-ons will come from the out-of-the-box deployment of the Workflow Designer.

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