Create the Order Quote Approval Workflow

When creating the order quote approval workflow, fill in the following areas using the New Workflow form.

• Basic Workflow Information

• Define Workflow Initiation

Basic Workflow Information

This procedure shows how to use the Workflow Manager to create a workflow and define the workflow properties, including workflow name, workflow base record, owner, and release status on the workflow definition page.

To define the new order quote approval workflow properties:

1. Go to Customization > Workflow > Workflows > New.

2. The order quote approval workflow uses the following basic workflow information properties.

   Property	Value
   Record Type	Transaction
   Sub Types	Estimate
   Release Status	Testing*
   * Use Testing until the workflow is ready for production, then set it to Released.

   Note:

   Name and ID fields should be named logically referring to the action of the workflow. For example, use the name “Order Quote Approval” and an ID such as “_orderquoteapprovals.” You should insert an underscore ( _ ) before the ID to enhance readability.

3. Check the Execute As Admin box under the Owner field to grant access to employee records.

The following screenshot shows the basic workflow information for the order quote approval workflow in the Workflow Manager.

After completing the basic workflow information, continue to define the workflow initiation.

Define Workflow Initiation

Workflow initiation is the action and conditions that trigger the workflow. This procedure shows how to use the Workflow Manager to define the workflow initiation for the order quote approval workflow.

To define the order quote approval workflow initiation:

1. In the Initiation section of the Workflow Manager, use the workflow intitiation properties noted in the following table.

   Property	Value
   Initiation	Event-Based
   Trigger Type	All
   Contexts	Web Store

   Note:

   Event based workflows begin when a particular action occurs; scheduled workflows run at a particular time and frequency.

2. In the Event Definition section, check the On Create box.

3. In the Condition section, select Visual Builder.

4. Click the Open icon to open the Condition Builder.

5. Create a condition with the properties: noted in the following table.

   RECORD	FIELD	COMPARE TYPE	VALUE	SELECTION	RECORD	VALUE FIELD
   	Total	greater than or equal	3000.00;

6. Click Save.

   To learn more about the Condition Builder, see Defining a Condition with the Condition Builder.

7. Click Save.

The following screenshot shows the workflow initiation section for the order quote approval workflow in the Workflow Manager.

After you define the basic workflow information and initiation for the order quote approval workflow, proceed to Create the Approval Status Custom Field.

Related Topics

Example Workflow: Order Quote Approval

Create the Approval Status Custom Field

Create the Order Quote Approval Workflow States, Actions, and Transitions

General Notices