In this narrative, we will demonstrate how to create a new workflow approval strategy for our Price List capability. 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 Price List workflow template:

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Update the Approval Step

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

• 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 Quote Price List Conditional:

  • Condition Object (Header or line item value)

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

  • Values

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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:

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