In this narrative, we will demonstrate how to create a new workflow approval strategy for our Rebate Agreement. 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 Rebate Agreement workflow template:
Update the Approval Step
The next step would be to update the initial default Approval step that the Price List 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
