Designing the Estimate Approval Routing Workflow

Before building the workflow, determine the workflow states required by estimate approvals. The Wolfe Electronics estimate approval workflow requires one state for each approval status.

Estimate Approval Routing Summary

The lead nurturing workflow uses the following workflow definition properties:

Property	Value
Record Type	Transaction
Sub Types	Estimate
Release Status	Testing*
Initiation	Event Based
Trigger Type	Before Record Submit
* Use Testing until the workflow is ready for production, then set it to Released.

The following table describes the states and the required actions and transitions:

State	Actions	Transitions
State 1 Entry	Set Field Value: Set the Approval Status field to Pending Approval	Transitions to the following states: State 2 Pending Approval if the estimate shows a default sales rep and that sales rep has a supervisor on their employee record. State 3 Approved if the estimate shows a default sales rep and that sales rep has no supervisor on their employee record..
State 2 Pending Approval	Add Button: Add an Approve button Add Button: Add a reject button	Transitions to the following states: State 3 Approved if the supervisor clicks the Approved button. State 4 Rejected if the supervisor clicks the Reject button.
State 3 Approved	Set Field Value: Set the Approval Status field to Approved Send Email: Send email to the sales rep	—
State 4 Rejected	Set Field Value: Set the Approval Status field to Reject Send Email: Send email to the sales rep	—

Next Step: To begin with the estimate approval workflow example, go to Before You Build the Estimate Approval Routing Workflow.

Related Topics

Estimate Approval Routing Workflow

Before You Build the Estimate Approval Routing Workflow

Building the Estimate Approval Routing Workflow

Testing the Estimate Approval Routing Workflow

General Notices