Estimate Creation State

After you create the states for the order quote approval workflow, you can configure the Estimate Creation state. This state is the point in the workflow where the workflow sets the initial value of the Approval Status field and determines if the estimate requires approval. To set up State 1, create a Set Field Value action and set up the transitions.

To set up Estimate Creation:

1. Make sure the Order Quote Approval workflow is open as defined in Create the Order Quote Approval Workflow States, Actions, and Transitions.

2. To create the Set Field Value action, do the following:

   1. In the Workflow Manager, click Estimate Creation.

   2. In the context panel, on the State tab, click New Action.

   3. In the New Action window, click Set Field Value.

   4. Enter the properties listed in the following table.

      Section	Property	Value
      Basic Information	Trigger On	Entry
      Parameters	Field	Approval Status
      Value	Static Value	selected
      	Selection	Pending Approval

   5. Click Save.

      The following screenshot shows the Workflow State window for the order quote approval workflow in the Workflow Manager workspace.

      

3. To set up the transition to Pending Approval if the sales rep for the estimate has a supervisor, do the following:

   1. In the Transitions tab, click New Transition to open the Workflow Transition window.

   2. In the Basic Information section, select Pending Approval from the To dropdown list.

   3. In the Condition section, select Visual Builder.

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

   5. Check the Use Expressions box.

   6. Create a condition with the following properties:

      Construct the formula, adding in three rows as shown in the following table.

      NOT	PARENS	RECORD	FIELD	COMPARE TYPE	VALUE	SELECTION	RECORD	VALUE FIELD	PARENS	AND/OR
      	(		Total	less than or equal	7000					And
      		Sales Rep	Supervisor	not empty						And
      		Customer	Overdue Balance	less than or equal	0				)	Or
      			Total	greater than	7000.00

   7. Click Add, and then click Save to save the condition.

   8. Click Save to save the changes to the transition.

4. To set up the transition to the Approved state if the sales rep for the estimate has no supervisor, do the following:

   1. In the Transitions tab, click New Transition to open the Workflow Transition window.

   2. In the Workflow Transition window, in the Transition On field, select Entry.

   3. In the Basic Information section, select Approval from the To dropdown list.

   4. In the Condition section, select Visual Builder.

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

   6. Check the Use Expressions box.

   7. Create a condition with the properties listed in the following table.

      NOT	PARENS	RECORD	FIELD	COMPARE TYPE	VALUE	SELECTION	RECORD	VALUE FIELD	PARENS	AND/OR
      	(		Total	less than or equal	7000					And
      		Sales Rep	Supervisor	empty						And
      		Customer	Overdue Balance	less than or equal	0				)

   8. Click Add, and then click Save to save the condition.

   9. Click Save to save the changes to the transition.

To continue with the order quote approval workflow set up, go to the Pending Approval State.

Related Topics

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

Pending Approval State

Approved State

Rejected State

Testing the Order Quote Approval Workflow

General Notices