7.2 Activation of a Basic Process - Approval of Quotation

Now let's proceed with the vision of the process in action.

We then create a new quote by entering the requested information (Figure 1)

Figure 1

After saving, the process will start by presenting a preview mask to each member of the “Direction” group (Figure 2).

Figure 2

However, the task described above will only be visible by entering the estimate's details, so in this case it is possible to fill in the process helper through the "Processes" section accessible from the top right menu. (see Figure 3)

Figure 3

In fact, it contains all the pending processes assigned directly to the user or to any groups to which he or she belongs, so all you have to do is look for the line with the following information (see Figure 4):

-process name: “PH approval request QUO94”

-linked to: “New hour package for Alpha Beta” (i.e. the Subject of the estimate)

Figure 4

After that, simply click on the pencil to the left of the process name to be able to fill out the process helper (which will be displayed as if we were editing a module).

Once on the process helper form, the user will find themselves in front of the screen shown in Figure 5.

Figura 5

Volendo simulare l’approvazione di un preventivo, clicchiamo sul valore “APPROVARE” e procediamo con il salvataggio del process helper.

Il sistema invierà in automatico una notifica interna all’assegnatario del preventivo (Figura 6).

Figura 6

Volendo invece simulare una mancata approvazione del preventivo, clicchiamo sul valore “NON APPROVARE”  e procediamo con il salvataggio del process helper.

Il sistema invierà una mail all’assegnatario del preventivo (Figura 7).

Figura 7

Nel caso in cui si verificasse un errore SMTP nell’invio della mail di mancata approvazione, il sistema avviserà i componenti del gruppo “Reparto IT” tramite l’invio di una notifica interna (Figura 8).

Figure 8