Creating States for the Estimate Approval Routing Workflow

After you create the workflow definition, create a workflow state for each of the four events in the estimate approval workflow. After you create the states, create transitions and add actions to the states.

To create states for each part of the approval process:

  1. Make sure the Estimate Approval Routing workflow is open from the step Building the Estimate Approval Routing Workflow.

  2. In the Workflow Diagrammer, double-click State 1.

  3. In the Name field, enter State 1 Entry, and then click Save.

  4. In the Workflow Diagrammer, click New State.

  5. Double-click the new state.

  6. In the Name field, enter State 2 Pending Approval, and then click Save.

  7. Create two more states with the following values:

    • State 3 Approved

    • State 4 Rejected

Next Step: To continue with the estimate approval workflow example, go to Creating Transitions for the Estimate Approval Routing Workflow.

Related Topics

Building the Estimate Approval Routing Workflow
Estimate Approval Routing Workflow

General Notices