Versions Compared

Old Version 28

changes.mady.by.user Former user

Saved on

compared with

New Version 29

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

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.

Salesperson > Manager > VP (conditional) > Client

Info
titlePrerequisite

frevvo Cloud Account or On-Premise software installed with a tenant created. Click to signup if necessary.

Install Template

Click each step below to expand it.

Expand
titleStep 1. Create Users and Roles
Insert excerpt
Create Users/Roles
Create Users/Roles
nopaneltrue

...

Expand
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. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  7. Logout of the f_designer account.

Use Template

Expand
titleStep 1. Salesperson
  1. Go to the space you just created using the URL you copied in Step 3 of the installation above.
  2. Click Login and login as f_tom@<replace with your tenant id>.
  3. Select the Purchase Order workflow from the Purchase Order menu.
  4. In the form that shows up, fill in the required fields.
    1. Make sure to use an email address that you have access to.
    2. Make sure that the Grand Total is less than $10,000 otherwise the workflow will route to the VP for additional approval.
  5. Sign the Section and click Send to Manager. The workflow is routed to Tom's manager Jerry (f_jerry) and a notification email is sent.
  6. Logout.

...