Quote Approval, Google Drive Delete

Quote Approval, Google Drive Delete 20220204

An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer. The quote file is automatically deleted on the deletion date which is entered by the sales representative.

Worker (#of Swimlane: 2)

Salesman
Sales Manager
- The boss of the sales representative

Business Flow (Complexity of Workflow: 9)

1 1. Quotation
- The sales representative attaches the created quotation (file).
6 2. Quote Approval
- The sales manager confirms the contents of the attached quotation (file) and decides approval.
7 3. Response Correction
- If the sales manager sends it back, the sales representative will create and attach the quotation (file) again.
2 4. Google Drive
- The approved quote (file) will be uploaded to Google Drive. The URL for viewing/downloading the uploaded file is set in the Data Item.
9 7. Delete File
- Files uploaded to Google Drive are deleted.

Workflow Diagram (click to open)

BPMN Icons
- Start Event
- End Event
- Human Task
- Google Drive: File Upload
- Google Drive: Delete File / Folder
- Throwing Message Intermediate Event (email)
- Timer Intermediate Event

Business Process Variables (#of Data Item: 8)

Customer Name q_customer_name 5 *
Email Address q_customer_email 4 *
Quotation q_file 0 *
Deletion Date q_date_of_deleting_files 7
- processInstanceStartDatetime.addDays(10)
Discussion q_discussion 6
Google Drive File ID q_file_ids 1
Quote URL to be provided to the customer (for referrdnce) q_web_view_urls_of_uploaded_files 2
Quote URL to guide customers (for download) q_download_urls_of_uploaded_files 3

Field Name, num, Initial Value

Download

google-drive-file-delete-estimate-20220204-en.qar
- google-drive-file-delete-estimate-20220204-en.csv (for Importing Data Item Definitions)

This archive contains the BPMN icons that are not available in the Basic edition.

Notes

You need to associate the Swimlane settings according to your organizational structure upon import

Arrangement Tips

If you want to change the content of the email sent to the customer, change it in the property of the item “Email to customer” (Throwing Message Intermediate Event (email))
Specify the file upload destination folder in “Folder ID that files will be uploaded” in “Google Drive” (Google Drive: Upload File)
- The folder ID is the red letters part of the folder URL below
- https://drive.google.com/drive/u/0/folders/example1234567890EXAMPLE1234567890