Estimate Approval Routing Workflow
The following sample workflow details approval routing used by the fictional company Wolfe Electronics. This workflow allows supervisors to approve or reject estimates entered by their sales reps.
This workflow initiates when a sales rep creates a new estimate record and clicks Save. At this point, the estimate is checked to see if the sales rep identified on the estimate has a supervisor on his or her employee record.
The behavior of the workflow depends on the sales rep supervisor:
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Sales rep has a supervisor. The status of the estimate becomes Pending Approval. Buttons to approve or reject the estimate show when the sales rep supervisor views the estimate.
If the supervisor clicks Approve, the status of the estimate becomes Approved and an email is sent to the sales rep. If the supervisor clicks Reject, the status of the estimate becomes Rejected and an email is sent to the sales rep.
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Sales rep does not have a supervisor. The status of the estimate becomes Approved and an email is sent to the sales rep.
The following diagram shows the Wolfe Electronics estimate approval workflow:
Steps to Complete the Estimate Approval Workflow
The following table lists the steps required to complete the estimate approval workflow:
|
Step |
Description |
|---|---|
|
Review the workflow requirements, including the summary of the workflow definition properties, states, actions, and transitions. |
|
|
Create a custom field to store the approval status for the estimate. |
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Create the states and the actions and transitions for each state. |
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Complete the steps necessary to test the workflow and then release the workflow. |
For more information about the elements of a workflow, see Workflow Elements.