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 workflow template from our list of available workflows that are available with the Workflow Designer.

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This will load the Quote workflow template:

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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

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