Quote Workflows :: FieldFX Documentation

Prerequisites

To use quote workflows, you need to:

Have these user licenses	Have these permissions	Complete these tasks and review these topics before continuing
FieldFX Base Package FieldFX E-Ticketing	FX E-Ticketing minimum permissions	Set up the FX E-Ticketing module Set up quote workflows

Have these permissions

Complete these tasks
and review these topics
before continuing

A quote workflow tracks the status of quotes.

A quote workflow features the following components:

Component Description Example

Component	Description	Example
Status	Possible quote status	`Pending`
Status Workflow	Transition between quote statuses	`Pending` → `Bid Won`

Status

Possible quote status

Pending

Status Workflow

Transition between quote statuses

Pending → Bid Won

The Quote Status indicator displays a quote’s status.
To change the status:
1. Select the indicator
2. Select the next status
3. Select Proceed.

Validation rules run when you change the status of a quote:

If the quote passes validation, it transitions to the new status
If the quote doesn’t pass validation, you can’t change the status until you enter valid data.
The quote may now display read-only.
The quote may no longer display in FieldFX Mobile after the next sync.

Quotes become read-only when they reach a read-only status.

Refer to the Restrictions for Read-Only Quotes section for a list of restrictions when quotes become read-only.