Pending Approval State

After you set up the Estimate Creation state to determine which order quotes require approval routing, set up the Pending Approval state to enable supervisors to approve or reject order quotes. Create two Add Button actions to add the Approve and Reject buttons. Then set up the transitions, which depend on which button is clicked when the supervisor views the record.

Note:

The Approve and Reject buttons only appear if the user viewing the record is the supervisor for the sales rep.

To set up Pending Approval:

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 Add Button action for the Approve button, do the following:

   1. In the Workflow Manager, click Pending Approval.

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

   3. In the New Action window, click Add Button.

   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
      	(		User Role	any of		Administrator				Or
      		Sales Rep	Supervisor	any of		Current User			)

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

   9. In the Parameters section, in the Label field, enter Approve.

   10. Click Save to save the action.

3. To create the Add Button action for the Reject button, do the following:

   1. In the Workflow Manager, click Pending Approval.

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

   3. In the New Action window, click Add Button.

   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
      	(		User Role	any of		Administrator				Or
      		Sales Rep	Supervisor	any of		Current User			)

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

   9. In the Parameters section, in the Label field, enter Reject.

   10. Click Save to save the action.

4. To set up the transition to the Approve state when the supervisor clicks the Approve button, do the following:

   1. In the Workflow Manager, double-click on the Pending Approval state.

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

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

   4. In the Condition section, in the Execute on Button field, select Approve.

      The following screenshot shows the Condition section for the order quote approval workflow in the Workflow Transition window.

      

   5. Click Save to save the transition.

5. To set up the transition to the Reject state when the supervisor clicks the Reject button, do the following:

   1. In the Workflow Manager, double-click on the Pending Approval state.

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

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

   4. In the Condition section, in the Execute on Button field, select Reject.

   5. Click Save to save the transition.

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

Related Topics

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

Estimate Creation State

Approved State

Rejected State

Testing the Order Quote Approval Workflow

General Notices