Create Quote Workflow

Owned by Mike Deskis
Last updated: Sept 05, 2024 by Ioana Kocurova
2 min read

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

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