Example Workflow: Order Quote Approval
Here's an example workflow for order quote approval at a fictional company called Wolfe Electronics. In this workflow, supervisors can approve or reject order quotes from customers.
This workflow starts when a customer submits a new order quote over a set limit, in this case $3000. The system checks if the sales rep on the estimate has a supervisor. If they do, the supervisor is notified and can approve or reject the quote. Then, the sales rep is notified of the supervisor’s decision.
The behavior of the workflow depends on whether the sales rep has a supervisor:
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If the sales rep has a supervisor, the order quote status changes to Pending Approval. The supervisor sees buttons to approve or reject the estimate.
If the supervisor clicks Approve, the order quote status changes to Approved and the sales rep receives an email. If the supervisor clicks Reject, the status changes to Rejected and the sales rep receives an email.
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If the sales rep does not have a supervisor, the order quote is automatically approved and the sales rep receives an email.
The following table lists the steps for the estimate approval workflow.
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Step |
Description |
|---|---|
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Review the workflow requirements, including a summary of the workflow properties, states, actions, and transitions. |
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Add 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 |
Set up the states, actions, and transitions for each state. |
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Finish the steps to test and release the workflow. |
For more information about the elements of a workflow, see Workflow Elements.