Quote Workflow Setup

Prerequisites

To set up 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 Invoicing minimum permissions System permissions: Customize Application Manage Sharing View Setup and Configuration	Set up the FX E-Ticketing module Set up the Quoting feature

Have these user licenses

Have these permissions

Complete these tasks
and review these topics
before continuing

FX Invoicing minimum permissions
System permissions:
- Customize Application
- Manage Sharing
- View Setup and Configuration

Introduction

A quote workflow features the following components:

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

Component

Description

Example

Status

Possible Quote status

Pending

Status Workflow

Transition between statuses

Pending → Bid Won

Best Practices

To make administration easier, add a quote workflow] that applies to all quote types].

Make sure that every quote workflow] has the following:

One status with Initial Status Console selected
One status with Initial Status Mobile selected

Step-by-Step Guides

You can setup and add a quote workflow.

Set Up Quote Workflows

Access FieldFX Back Office].
Switch to Salesforce Classic].
From Setup], enter object in the Quick Find box, then select Objects.
To set up Quote Workflows, complete these tasks in this order:

Configure Statuses

Click Status.
Complete the following:
1. Under Custom Fields & Relationships, click SObject Record Type.
2. Under Picklist Options in Values, click New.
3. Enter "Quote".
4. In the Record Types list, select Quote.
5. Click Save.
6. Click Back to Status at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click SObject.
2. Under Picklist Options in Values, click New.
3. Enter "Quote__c".
4. In the Record Types list, select Quote.
5. Click Save.
Complete the following:
1. Under Field Dependencies, click Edit next to SObject Record Type.
2. Select Quote in the Quote__c column.
3. Click Include Values.
4. Click Save.
5. Click Back to Status at the top of the page.
Complete the following:
1. Under Record Types, click Quote.
2. Click Edit next to SObject Record Type.
3. In Default, select "Quote".
4. Click Save.
Grant permission to use the Quote record type on the Status object.
Continue with Configure Status Workflows.

Configure Status Workflows

Click Status Workflow.
Complete the following:
1. Under Custom Fields & Relationships, click SObject Record Type.
2. Under Picklist Options in Values, click New.
3. Enter "Quote".
4. Click Save.
5. Click Back to Status Workflow at the top of the page.
Complete the following:
1. Under Custom Fields & Relationships, click SObject.
2. Under Picklist Options in Values, click New.
3. Enter "Quote__c".
4. Click Save.
Complete the following:
1. Under Field Dependencies, click Edit next to SObject Record Type.
2. Select Quote in the Quote__c column.
3. Click Include Values.
4. Click Save.
Continue with Configure the Quote Page Layout.

Configure the Quote Page Layout

Click Quote.
Under Page Layouts, click Edit next to Quote Layout.
Complete the following:
1. Add the Status field to the layout.
2. On the toolbar, select Visualforce Pages.
3. Drag Section from the toolbar to the top of the layout.
4. In Section Name, enter "Workflow".
5. Click OK.
6. Drag the Workflow Visualforce page from the toolbar into the Workflow section.
7. Click Save on the toolbar.
Continue with Grant Permission to use Visualforce page.

Grant Permission to use Visualforce page

For more information, quote workflows].

From Setup], enter permission in the Quick Find box, then select Permission Sets.
Open a permission set] for Visualforce pages.
Under Apps, click Visualforce Page Access.
Click Edit.
Add FX5.QuoteWorkflow to Enabled Visualforce Pages.
Click Save.
Repeat these steps for other permission sets as needed.
Finish with Add Quote Workflow.

Add Quote Workflow

To add a Quote Workflow, you need to add statuses, add Status Workflows, and grant sharing access permission to Quote Workflows and their status workflows.

Add Statuses

Open the Statuses tab.
Click New.
In Record Type, select "Quote".
Click Continue.

Complete the following:

Field

Action

Status Name

Enter the name of the status.

SObject

Select Quote__c.

SObject Record Type
(Optional)

select a quote type.

If you add a quote workflow for a specific quote record type, you must add a quote workflow for every quote record type.

Initial Status Console

Select if this is the first status for new quotes] in FieldFX Back Office].

Initial Status Mobile

Select if this is the first status for new quotes] in FieldFX Mobile].

Read Only Apps

Specify whether to make quotes] read-only] when they reach this status.

If you selected Initial Status Console, don’t make the status read-only] in "Console".
If you selected Initial Status Mobile, don’t make the status read-only,window="_blank"] in "Console" or "Mobile".

Refer to the Read-Only Records topic] for details on how statuses make quotes read-only.

Sync

Select to sync] quotes] with this status to FieldFX Mobile].

Prevent Report

Select to prevent users] from attaching FX Reports,window="_blank"] to quotes,window="_blank"] in this status.

Click Save & New.
Repeat these steps for additional statuses as needed.
Click Save to finish.
Continue with Add Status Workflows.

Add Status Workflows

Open the Status Workflows tab.
Click New.

Complete the following:

Field

Action

SObject

Select "Quote__c"

SObject Record Type

Select a quote type

Application

Select the app where the transition occurs

Example 1. A transition occurs in FieldFX Back Office

Select "Console" if the transition occurs in FieldFX Back Office.

Old Status

Select the first status for the workflow

New Status

Select the final status for the workflow

Command Text

Enter a name for the workflow button users can select to transition a quote] to the New Status

Sequence Number

Enter a sequence number] to use for the status workflow.

Sequence Numbers control the order of statuses in lists. Refer to the Sequence Numbers topic] for more information.

Confirmation Text

Enter the message to display when users] transition a quote] to the New Status

This feature allows you to display an important reminder before the transition to a new status. The user must then confirm the transition to the new status.

Click Save & New.
Repeat these steps for additional status workflows as needed.
Click Save to finish.
Finish with Grant Permission to Quote Workflow Statuses.

Grant Permission to Quote Workflow Statuses

Grant sharing access] to statuses in the quote workflow]
Grant sharing access] to status workflows in the quote workflow]