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i need to develop a new workflow for sales quotation.
how to achieve this.
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Hi, Did you manage to work this out?
did you get any clue how to utilize the project review quote workflow for sales quote?
I can get the workflow to work for Project but not sales quotation .. any advice ?
Additional thing
We are looking to create a approval workflow for Sales Quotation. Please guide us how we can achieve this functionality.
Dear Manpreet,
you did not mentioned those properties? Please share information. We are facing problem on sales quotaion. workflow is not triggering.
Check out the 2 properties of the design node in project quotation form. Same need to given on sales quotation form and the workflow will get enabled. Will post the exact location once back from vacation
I have configured workflow under project management but on sales quotation workflow does not trigger, is there any other parameter need to be enabled or settings?
Hi sohaib,
i have project quotation workflow enabled. But on sales quotation form i don't get workflow enabled. any idea why?
We're encountering the same problem as Abhinav.
Did anyone manage to sort this out?
thanks
Yes it is enabled
I am able to trigger workflow on the Project quotation
But when creating Sales quotation it does not triggers.
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