Versions Compared

Old Version 36

changes.mady.by.user Former user

Saved on

compared with

New Version 37

changes.mady.by.user Former user

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Section
Column
width30%

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

The video at right guides you through installing and using this template or you can follow the steps below.

Column
width70%


 

Info
titlePrerequisite

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

...

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.
  3. Enter Portal as the Space Id and click Create. Make sure the Space Id is the string Portal exactly.
  4. Click the Image Modified Edit icon on the Space Home page. 
  5. Click the Image Modifiedicon to hide the left panel.
  6. Click the Image Modified save and exit icon to save the changes to your space.
  7. Click the Image Modified Share icon. Copy the share URL for your space and save it.
  8. Logout of the f_designer account.

Use Template

Click each step below to expand it.

...