Create the Approval Status Custom Field
Before you build the workflow, create a custom field to store the approval status using the following procedure.
To create the approval status custom field:
-
Go to Customization > Lists, Records & Fields > Transaction Body Fields > New
-
Fill in the fields with the values presented in the following table.
Field
Value
Label
Approval Status
Type
List/Record
List/Record
Approval Status
-
Check the Store Value box.
-
In the Applies to subtab, check the Sale and Opportunity boxes.
-
Click the New button next to the List/Record field.
-
In the Name field of the Custom Lists page, enter Approval Statuses.
-
On the Values tab, enter each of the following values in the Value column and click Add:
-
Pending Approval
-
Approved
-
Rejected
-
-
Click Save to save the list.
-
Click Save.
After you create the approval status custom field for the order quote approval workflow, proceed to Create the Order Quote Approval Workflow States, Actions, and Transitions.