Rejected State

After you've set up the Approved state to approve order quotes and send an email to the sales rep, set up the Rejected state. Create a Set Field Value action to set the Approval Status to Rejected and create a Send Email action to notify the sales rep that the order quote was rejected.

To set up the Rejected state:

Now that the workflow setup is complete, test and then release the workflow. To continue with the order quote approval workflow example, go to Testing the Order Quote Approval Workflow.

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 the Rejected state.

   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 following properties.

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

   5. Click Save.

3. To create the Send Email action, do the following:

   1. In the Workflow Manager, click the Rejected state.

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

   3. In the New Action window, click Send Email.

   4. Enter the following properties in the Parameters section.

      Section	Property	Value
      Sender	From Field	selected
      	Record	Sales Rep
      	Field	Supervisor
      Recipient	From Field	selected
      	Record	Current Record
      	Field	Sales Rep
      Content	Custom	selected
      	Subject	Your Estimate Has Been Rejected
      	Body	Estimate {TRANID} has been rejected by your supervisor.
      	Include View Record Link	checked
      Note: {TRANID} translates to the ID of the referenced transaction. For more information about the use of internal IDs, see Using Internal IDs in an Email.

   5. Click Save.

Related Topics

• Create the Order Quote Approval Workflow States, Actions, and Transitions
• Estimate Creation State
• Pending Approval State
• Approved State
• Testing the Order Quote Approval Workflow

General Notices