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.
This will load the Quote workflow template:
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
