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Scenario for Planning Workflow Policies: Notification for 30%+ Discounts

In this scenario, the sales department manager wants to be automatically notified whenever sales representatives quote discounts over 30%. Table 27 lists a workflow policy that monitors quotes with a discount exceeding 30%, for which the purpose is to notify the sales manager to review and approve the quote.

Table 28 shows the workflow policy name as Notify Sales Manager on Sales Approval. The workflow policy object is Quote, the workflow policy group is Low Frequency, the duration is set to 0, and the quantity is set to 5. This means that the workflow policy action occurs as soon as five new quotes meet the criteria of the workflow policy conditions.

Table 29 illustrates the type of information you need for the policy conditions.

Next, define the workflow policy actions that occur when the conditions of the policy are met. You can also define the action arguments, such as the email subject and the message template, using dynamic values. Table 30 lists definitions for the Send Email to Sales Manager action.