Workflow Designer Technical Guide

Owned by Jana Volencová (Deactivated)
Last updated: Jun 17, 2024 by Ioana Kocurova
1 min read

This guide is for Workflow Designer version 1.0.0 and newer, released as part of the Paper Plane release on June 25th, 2023. The latest release as of July 12th is 1.0.1.

Workflow Designer is a visual configuration layer built on top of the Approval Workflow Package. It is used to configure this accelerator visually without having to deep-dive into its many configuration tables. This means that it does not work without the accelerator.

Before you continue, please make yourself familiar with Accelerate Approval Workflow Package. Its functionality is not covered in this guide. Namely, learn about:

  • Workflow types, steps, approvers & watchers, step conditions

  • Structure of Quotes & Rebates (header, line items, folders)

Workflow Designer is released as a preview version and it is not generally available as part of Pricefx yet. It should be used with caution.

In this section: