Designing the Estimate Approval Routing Workflow
Before building the workflow, determine the workflow states required by estimate approvals. The Wolfe Electronics estimate approval workflow requires one state for each approval status.
Estimate Approval Routing Summary
The lead nurturing workflow uses the following workflow definition properties:
Property |
Value |
---|---|
Record Type |
Transaction |
Sub Types |
Estimate |
Release Status |
Testing* |
Initiation |
Event Based |
Trigger Type |
Before Record Submit |
* Use Testing until the workflow is ready for production, then set it to Released. |
The following table describes the states and the required actions and transitions:
State |
Actions |
Transitions |
---|---|---|
|
Transitions to the following states:
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Transitions to the following states:
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— |
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Next Step: To begin with the estimate approval workflow example, go to Before You Build the Estimate Approval Routing Workflow.