Example Workflow: Order Quote Approval
The following example workflow details order quote approval routing used by the fictional company Wolfe Electronics. This workflow allows supervisors to approve or reject order quotes submitted by customers.
This workflow initiates when a customer submits a new order quote over a particular limit, in this case over $3000. 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. If so, the sales rep supervisor is notified and either approves or rejects the order quote. The sales rep for that particular customer is then notified of the supervisor’s decision.
The behavior of the workflow depends on the sales rep supervisor:
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Sales rep has a supervisor. The status of the order quote 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 order quote becomes Approved and an email is sent to the sales rep. If the supervisor clicks Reject, the status of the order quote 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 order quote becomes Approved and an email is sent to the sales rep.
The following table lists the steps required to complete the estimate approval workflow.
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Step |
Description |
|---|---|
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Review the workflow requirements, including the summary of the workflow definition properties, states, actions, and transitions. |
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Create a custom field to store the approval status for the order quote. |
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Create the Order Quote Approval Workflow States, Actions, and Transitions |
Create the states and the actions and transitions for each state. |
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Complete the steps necessary to test and then release the workflow. |
For more information about the elements of a workflow, see Workflow Elements.