Account - New Quote Workflow

Account - New Quote Workflow, shown in the following figure. creates a new Quote for the current Account. It then navigates to Quote Item Detail View.

It is triggered from the Accounts screen, Account List applet menu.

Workflow Description

This workflow does the following:

1. Create New Quote. Creates a quote

2. Goto Order View. Calls a sub-process called Goto_Quote, which uses Interactive workflow step to navigate to Quote Item Detail View.