Create the Approval Status Custom Field

Before you build the workflow, set up a custom field to store the approval status.

To create the approval status custom field:

1. Go to Customization > Lists, Records & Fields > Transaction Body Fields > New

2. Enter the values shown in the following table.

   Field	Value
   Label	Approval Status
   Type	List/Record
   List/Record	Approval Status

3. Check the Store Value box.

4. In the Applies to subtab, check the Sale and Opportunity boxes.

5. Click New next to the List/Record field.

6. In the Name field of the Custom Lists page, enter Approval Statuses.

7. On the Values tab, enter each of the following values in the Value column and click Add:

   • Pending Approval

   • Approved

   • Rejected

8. Click Save to save the list.

9. Click Save.

After you create the approval status custom field for the order quote approval workflow, proceed to Create the Order Quote Approval Workflow States, Actions, and Transitions.

Related Topics

• Example Workflow: Order Quote Approval
• Create the Order Quote Approval Workflow
• Create the Order Quote Approval Workflow States, Actions, and Transitions

General Notices