Create the Order Quote Approval Workflow States, Actions, and Transitions
To complete the order quote approval workflow, use the Workflow Manager to define states, actions, and transitions. To learn more, see Workflow Manager Interface.
In the Workflow Manager workspace, use the following procedure to create states for the order quote approval workflow.
To create workflow states:
-
Go to Customization> Workflow> Workflows and click Edit besides the order quote approval workflow.
-
In the Workflow Manager workspace, double click on State 1 to edit it, and rename it to Estimate Creation.
-
Click on the New State button to create three new states, naming them Pending Approval, Approved, and Rejected.
-
Configure the states in the process flow as shown in the following screenshot.
After you create the states, configure each state using the links in the following table.
State |
Actions |
Transitions |
---|---|---|
|
Transitions to the following states:
|
|
|
Transitions to the following states:
|
|
|
— |
|
|
— |