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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. Salesperson > Manager > VP (conditional) > Client The video at right guides you through installing and using this template or you can follow the steps below.
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Install and try out the Purchase Order template in less than 10 minutes. Follow the Tutorial Video by clicking on the image above. |
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title | Step 2. Upload the Purchase Order Template |
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- Click this link to download the template and save it (PurchaseOrder_app.zip).
- Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
- Click the Image Removed Upload Image Added Upload icon at the top of the Applications page.
- Leave all checkboxes unchecked and upload the PurchaseOrder_app.zip file.
- Click the Edit button for the Purchase Order application that was created and click the Flows button at left.
- Click the Deploy Deploy icon for the Purchase Order workflow.
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Use Template
Click each step below to expand it.
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