Configure First Simple Workflow for Quote (Approval Workflow)

This tutorial will guide you through a specific simple configuration of approval workflow for a quote. It is expected that you have finished installation of the Approval Workflow accelerator.

At the end, you will have an approval workflow with steps like this:

Configuration Steps

1. Navigate to the company parameter ApprovalWorkflowSetup and review the data. Our sample data defined three steps where the second one is of the type Watcher. We will not change anything here.

    

2. Navigate to the company parameter Approvers, and modify the sample data so that for all "Quote" records the value of the field Approver Name contains the existing user login and existing group name, otherwise the workflow will fail. In our case, we created two new users with logins "joe.smith" and "john.price" (for this tutorial you only have to set up a login and email for the user), and a new user group named "SalesManager".
   See also how to add more approvers for one approval step.

    

3. Navigate to the company parameter Approval Conditions and modify all the "Quote" records to be skipped (set their field Skip to Yes), i.e. the conditions will not be used for now.

    

4. Navigate to Configuration › Logics › Workflow Logics › General Workflow Logics. You should see the sample workflow logics provided by the package. Because the name of the quote workflow logic is "quote", the system will use it by default, so you do not even have to register it somewhere. We will not change anything here.
   See also how to develop your own workflow logic.

5. Now make a new Quote of the type "(Default)". Because we switched off all conditions, you do not have to even add any products, simply navigate to the Workflow tab. The workflow logic will be triggered and you should see the approval workflow steps.

6. Congratulations! You have made your first simple workflow.