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

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Update the Approval Step

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

• Modify the Approval Step Label to a more meaningful name (ie. Check Rebate %)

• Provide a Reason Description (ie. Validation of rebate percentages)

• 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. Rebate % Review)

• Create Rebate Agreement 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 Rebate Record it will appear as:

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