In this narrative, we will demonstrate how to create a new workflow approval strategy for our Price List capability. 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 Price List 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. 1st Level Pricelist Approval)
Provide a Reason Description (ie. Approval needed by Price Analysst)
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 Price List Conditional:
Condition Object (Header or line item value)
Relational Operator (>,=, <, etc.)
Values
