State 4 Rejected
After you set up State 3 Approved to approve estimates and send an email to the sales rep, set up State 4 Rejected. 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 estimate was rejected.
To set up State 4 Rejected:
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Make sure the Estimate Approval Routing workflow is open from the step State 3 Approved.
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To create the Set Field Value action, do the following:
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In the Workflow Diagrammer, click State 4 Rejected.
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In the context panel, on the State tab, click New Action.
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In the New Action window, click Set Field Value.
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Enter the following properties:
Section
Property
Value
Basic Information
Trigger On
Entry
Parameters
Field
Approval Status
Value
Static Value
selected
Selection
Rejected
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Click Save.
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To create the Send Email action, do the following:
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In the Workflow Diagrammer, click State 4 Rejected.
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In the context panel, on the State tab, click New Action.
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In the New Action window, click Send Email.
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Enter the following properties:
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 {number} has been rejected by your supervisor.
Include View Record Link
checked
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Click Save.
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Next Step: Now that the workflow setup is complete, test and then release the workflow. To continue with the estimate approval workflow example, go to Testing the Estimate Approval Routing Workflow.