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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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Watch Tutorial Video

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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Expand
titleStep 2. Upload the Purchase Order Template
  1. Click this link to download the template and save it (PurchaseOrder_app.zip).
  2. Logout of the tenant admin account and login as f_designer@<replace with your tenant id> (this user was created by the previous step).
  3. Click the Image Removed Upload Image Added Upload icon at the top of the Applications page.
  4. Leave all checkboxes unchecked and upload the PurchaseOrder_app.zip file.
  5. Click the Edit button for the Purchase Order application that was created and click the Flows button at left.
  6. Click the  Deploy Deploy icon for the Purchase Order workflow.
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 ModifiedEdit 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 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.

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