Before You Build the Estimate Approval Routing Workflow
Before you begin building the workflow, you must first create the Approval Status custom field, required by the Set Field Value actions.
To create the Approval Status custom field:
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Go to Customization > Lists, Records, & Fields > Transaction Body Fields > New.
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On the Transaction Body Field page, enter the following properties:
Property
Value
Label
Approval Status
Type
List/Record
Applies To
Sale
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Click the New button next to the List/Record field.
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In the Name field of the Custom Lists page, enter Approval Statuses.
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On the Values tab, enter each of the following values in the Value column and click Add:
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Pending Approval
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Approved
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Rejected
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Click Save to save the list.
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Click Save to save the custom field.
The Approval Status custom field appears as a dropdown list on the Custom subtab of Estimate records.
Next Step: To continue with the estimate approval workflow example, go to Building the Estimate Approval Routing Workflow.