[eleran]

I have been tasked with creating a workflow that will be on the lookout for any sales order entered that totals $10,000.00 or more. That order needs to go to Pending Approval status and email the sales manager. I know how to do everything except find the sales order. I am assuming it is in the workflow itself and it is a condition, but I have been unable to get it to work so far.

Any help would be appreciated.
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[dmatyas]

Workflow is always defined for a particular record type (e.g. Sales Order) and event (on Create, on Update). Once transaction of that type gets created a workflow instance is created automatically as well either at transaction creation or when transaction is updated.

[eleran]

I get that part. What I do not know how to do is tell the workflow to check the total of the order and see if it is $10,000 or more. What field do I have it look at?

[dmatyas]

Simply create condition (use condition builder) on a transition. The condition could be something like: Total >= 10,000. Make sure that you have transitions in correct order. This transition should be first in the transition list. Check the order on the Workflow State detail page > Transitions tab.

[eleran]

This is really frustrating. I have created the workflow and given it a state. The state is a set field value state. Parameter is Order Status=Pending Approval, Trigger entry, event type is create, context is user interface or web store, and condition is Total Amount>=10000.00

When I look at the transitions tab it has no records to show. I have 2 other workflows with similar setup except they are looking for certain order creators and changing those orders to pending approval. Those workflows work and this one does not.

[sklett]

Do you only want to enforce this rule when the order is created? What if someone edits the rate later and it’s exceeds $10K?

Not sure what you mean by “transitions tab”, sounds like your WF has a single state?

Do you have logging enabled? If so what does the log show?

[dmatyas]

What is your deadline for this task? To make life easier we delivered (in 15.1 release) new feature – Workflow Templates – where exactly your case is covered. You have to simply select a Template and workflow will be created for you. You can tweak it as you wish afterwards.

The only drawback is that you have to wait until your company is switched to 15.1 release.

[eleran]

That works then. We are due to be switched in less than 20 days. We have lived without this for this long we can go a couple more weeks. Thanks for the update.

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