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titleOverview
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The Purchase Order template is a  workflow that routes from a salesperson to his/her manager for approval and optionally a VP if the PO is greater then $10,000. Finally, it routes to the Client for electronic signature.


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Info
titlePrerequisite

frevvo Cloud Account or On-Premise software installed with a tenant created.

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titleStep 3. Create a Space

A space is a built-in portal that's very easy to create and makes it easy to test your workflow.

  1. Make sure you have deployed your workflow at the end of Step 2 above.
  2. Click the Spaces link at left. Click the Image Modified New icon. Enter Portal as the Space Id and click Create.
  3. Click the Image Modified Edit icon on the Space Home page. 
  4. Click the Image Modifiedicon to hide the left panel.
  5. Click the Image Modified save and exit icon to save the changes to your space.
  6. Logout of the f_designer account.

Use Template