{"id":160072,"date":"2024-04-16T16:49:59","date_gmt":"2024-04-16T07:49:59","guid":{"rendered":"https:\/\/support.questetra.com\/?p=160072"},"modified":"2024-09-18T13:31:34","modified_gmt":"2024-09-18T04:31:34","slug":"estimate-aggregation-20211022","status":"publish","type":"post","link":"https:\/\/support.questetra.com\/en\/templates\/estimate-aggregation-20211022\/","title":{"rendered":"Automatic Estimate Aggregation"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\"><div class=\"su-box su-box-style-default\" id=\"\" style=\"border-color:#0b6305;border-radius:3px;max-width:none\"><div class=\"su-box-title\" style=\"background-color:#3E9638;color:#FFFFFF;border-top-left-radius:1px;border-top-right-radius:1px\">Automatic Estimate Aggregation 20211022<\/div><div class=\"su-box-content su-u-clearfix su-u-trim\" style=\"border-bottom-left-radius:1px;border-bottom-right-radius:1px\">Retrieves data from the Quotation Process and sends an email with a list of the total number and value of quotes issued in the last week. This is automatically initiated every Monday morning. Uses pre-saved quotation process search criteria.<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"swimlane\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Worker (#of Swimlane: 1)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"wp-block-list fa-ul\">\n<li><strong>Data Aggregator<\/strong>\n<ul class=\"wp-block-list\">\n<li>Person in charge of tabulating estimates.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Business Flow (Complexity of Workflow: 11)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"wp-block-list fa-ul\">\n<li><strong>Execution Instructions<\/strong>\n<ul class=\"wp-block-list\">\n<li>If the operator wishes to perform the process at any given time, they can direct the implementation of the process.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Set Title<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform sets the execution date in the subject.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>Get Quotation Data<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow infrastructure retrieves the quotation process data via API.Match the filter ID to the search condition list prepared in advance.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>TSV Aggregation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform aggregates the acquired data (estimated amount).Match the column ID of the field to the search condition list prepared in advance.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><span class=\"fa-layers fa-fw\"><i class=\"fal fa-rectangle-landscape fa-lg\" style=\"color:#666666;\"><\/i><\/span><\/span><strong>Delete unnecessary columns in TSV<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform deletes unnecessary data columns when sending by email.The sort order matches the search condition list prepared in advance.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><strong>HTML email creation<\/strong>\n<ul class=\"wp-block-list\">\n<li>The workflow platform processes data so that it can be sent via HTML email.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n<div class=\"su-spoiler su-spoiler-style-modern-light su-spoiler-icon-plus-square-2\" data-anchor=\"nodes\" data-scroll-offset=\"0\" data-anchor-in-url=\"no\"><div class=\"su-spoiler-title\" tabindex=\"0\" role=\"button\"><span class=\"su-spoiler-icon\"><\/span>Business Process Variables (#of Data Item: 6)<\/div><div class=\"su-spoiler-content su-u-clearfix su-u-trim\">\n\n\n\n<ul class=\"wp-block-list fa-ul\">\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Acquired TSVs<\/strong><span style=\"font-style:italic; color:#009900\">q_tsv<\/span><code>0<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the acquired quotation data TSV.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Number of Quotations<\/strong><span style=\"font-style:italic; color:#009900\">q_count<\/span><code>1<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores data on the number of acquired quotations.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>Summary TSV<\/strong><span style=\"font-style:italic; color:#009900\">q_summaryTsv<\/span><code>2<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the results of aggregating the quote data TSV.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-percent fa-lg\" style=\"color:#B45F04;\" title=\"Numeric\"><\/i><\/span><strong>Quote Total<\/strong><span style=\"font-style:italic; color:#009900\">q_total<\/span><code>3<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the monetary aggregate of the acquired quotation data.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>TSV After Conversion for Email (unnecessary columns deleted)<\/strong><span style=\"font-style:italic; color:#009900\">q_convertedTsv<\/span><code>5<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the quote data TSV with unnecessary columns removed for email.<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li><span class=\"fa-li\"><i class=\"fal fa-font fa-lg\" style=\"color:#B40404;\" title=\"String (Text Box multiple lines)\"><\/i><\/span><strong>HTML for Email<\/strong><span style=\"font-style:italic; color:#009900\">q_html<\/span><code>4<\/code>\n<ul class=\"wp-block-list\">\n<li>Stores the HTML for notification emails.<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n<\/div><\/div>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-graduation-cap\"><\/i> <span style=\"font-style:italic; color:#009900\">Field Name<\/span>, <code>num<\/code>, <span style=\"color:#9DCCE0;\">Initial Value<\/span><\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-cloud-download-alt\"><\/i> Download<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/qbpms-app-archive.s3.ap-northeast-1.amazonaws.com\/online-demo-en-backup\/m79-Automatic_Estimate_Aggregation.qar\">Automatic_Estimate_Aggregation.qar<\/a> (Latest)<\/li>\n\n\n\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1n5RAe1faz-9cUpEnzdQYGmdSRoNOnDDd&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">estimate-aggregation-20211022-en.qar<\/a>\n<ul class=\"wp-block-list\">\n<li><a href=\"https:\/\/drive.google.com\/uc?id=1s1h_-vWc-CW2EF1tM1EC2wqYt5Ei7zOL&amp;export=download\" target=\"_blank\" rel=\"noreferrer noopener\">estimate-aggregation-20211022-en.xml.csv<\/a> (for Importing Data Item Definitions)<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n\n\n\n<p class=\"has-text-align-right has-small-font-size wp-block-paragraph\"><i class=\"fal fa-info-circle\"><\/i> This archive contains the BPMN icons that are not available in the Basic edition.<\/p>\n\n\n<div class=\"su-divider su-divider-style-dashed\" style=\"margin:30px 0;border-width:8px;border-color:#009900\"><\/div>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-lightbulb-exclamation\"><\/i> Notes<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>It is necessary to create a search condition list (saved search conditions) for the target quotation process in advance. For information on saving search conditions, see <a rel=\"noreferrer noopener\" href=\"https:\/\/questetra.zendesk.com\/hc\/en-us\/articles\/360018436052-Why-Can-t-I-Save-My-Search-Criteria?_ga=2.97853535.1144464031.1713241919-1775495076.1713241913&amp;_gl=1%2A11t45qj%2A_ga%2AMTc3NTQ5NTA3Ni4xNzEzMjQxOTEz%2A_ga_9BFBCV3L69%2AMTcxMzI0NzkzMC43My4wLjE3MTMyNDc5MzAuNjAuMC4w\" target=\"_blank\">this page<\/a>.<\/li>\n\n\n\n<li>It is necessary to adjust the Filter ID for TSV acquisition, the Column ID of Aggregate-Key field in &#8220;TSV Aggregation&#8221;, and the New Column Order in &#8220;Delete unnecessary columns in TSV&#8221; according to the list of search conditions you have prepared.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-wrench\"><\/i> Arrangement Tips<\/h3>\n\n\n\n<ul class=\"wp-block-list\">\n<li>This app can be used to aggregate process data from various apps by changing the conditions in the search condition list.<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-images\"><\/i> Capture<\/h3>\n\n\n\n<figure class=\"wp-block-image aligncenter size-full\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/estimate-aggregation-20211022-en-capture2.jpg?ssl=1\" alt=\"\" class=\"wp-image-116043\"\/><\/figure>\n\n\n\n<figure class=\"wp-block-image aligncenter size-large\"><img data-recalc-dims=\"1\" decoding=\"async\" src=\"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/estimate-aggregation-20211022-en-capture.png?ssl=1\" alt=\"\" class=\"wp-image-115833\"\/><\/figure>\n\n\n\n<h3 class=\"wp-block-heading\"><i class=\"fal fa-balance-scale\"><\/i> See also<\/h3>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"Z07jCQe3ay\"><a href=\"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20170130\/\">\u898b\u7a4d\u66f8\u4f5c\u6210\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;\u898b\u7a4d\u66f8\u4f5c\u6210\u627f\u8a8d\u30d7\u30ed\u30bb\u30b9&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/templates\/estimate-creation-flow-20170130\/embed\/#?secret=3LwlvoW2Le#?secret=Z07jCQe3ay\" data-secret=\"Z07jCQe3ay\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<a href=\"https:\/\/support.questetra.com\/ja\/templates\/investigation-task-aggregation-20230126\">https:\/\/support.questetra.com\/ja\/templates\/investigation-task-aggregation-20230126<\/a>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"kqcjA9FZ0w\"><a href=\"https:\/\/support.questetra.com\/en\/addons\/questetra-bpms-process-batch-extract-by-filter-as-tsv-2021\/\">Questetra BPMS #\u6848\u4ef6: \u4fdd\u5b58\u6e08\u30d5\u30a3\u30eb\u30bf\u3067TSV\u4e00\u62ec\u62bd\u51fa<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;Questetra BPMS #\u6848\u4ef6: \u4fdd\u5b58\u6e08\u30d5\u30a3\u30eb\u30bf\u3067TSV\u4e00\u62ec\u62bd\u51fa&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/addons\/questetra-bpms-process-batch-extract-by-filter-as-tsv-2021\/embed\/#?secret=uzqx87336J#?secret=kqcjA9FZ0w\" data-secret=\"kqcjA9FZ0w\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"GTslPUYX8q\"><a href=\"https:\/\/support.questetra.com\/en\/addons\/tsv-string-create-summary-table-for-numeric-column-2021\/\">TSV \u6587\u5b57\u5217, \u6570\u5024\u5217\u306e\u30b5\u30de\u30ea\u96c6\u8a08\u8868\u3092\u751f\u6210<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;TSV \u6587\u5b57\u5217, \u6570\u5024\u5217\u306e\u30b5\u30de\u30ea\u96c6\u8a08\u8868\u3092\u751f\u6210&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/addons\/tsv-string-create-summary-table-for-numeric-column-2021\/embed\/#?secret=C6EWTzFFtm#?secret=GTslPUYX8q\" data-secret=\"GTslPUYX8q\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"2GVzcGGZ95\"><a href=\"https:\/\/support.questetra.com\/en\/addons\/tsv-string-convert-2021\/\">TSV \u6587\u5b57\u5217, \u5909\u63db<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;TSV \u6587\u5b57\u5217, \u5909\u63db&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/addons\/tsv-string-convert-2021\/embed\/#?secret=c8FvPhPSMR#?secret=2GVzcGGZ95\" data-secret=\"2GVzcGGZ95\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n\n\n\n<figure class=\"wp-block-embed is-type-wp-embed is-provider-questetra-support wp-block-embed-questetra-support\"><div class=\"wp-block-embed__wrapper\">\n<blockquote class=\"wp-embedded-content\" data-secret=\"xyVw1LHVDc\"><a href=\"https:\/\/support.questetra.com\/en\/addons\/email-html-string-create-tsvtable-2021\/\">#Email-HTML-\u6587\u5b57\u5217: TSV\u30c6\u30fc\u30d6\u30eb \u751f\u6210<\/a><\/blockquote><iframe loading=\"lazy\" class=\"wp-embedded-content\" sandbox=\"allow-scripts\" security=\"restricted\" style=\"position: absolute; visibility: hidden;\" title=\"&#8220;#Email-HTML-\u6587\u5b57\u5217: TSV\u30c6\u30fc\u30d6\u30eb \u751f\u6210&#8221; &#8212; Questetra Support\" src=\"https:\/\/support.questetra.com\/ja\/addons\/email-html-string-create-tsvtable-2021\/embed\/#?secret=27455Sh5ry#?secret=xyVw1LHVDc\" data-secret=\"xyVw1LHVDc\" width=\"500\" height=\"282\" frameborder=\"0\" marginwidth=\"0\" marginheight=\"0\" scrolling=\"no\"><\/iframe>\n<\/div><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>Retrieves data from the Quotation Process and sends an email with a list of the total number and value of quotes issued in the last week. This is automatically initiated every Monday morning. Uses pre-saved quotation process search criteria.<\/p>\n","protected":false},"author":9,"featured_media":160084,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_coblocks_attr":"","_coblocks_dimensions":"","_coblocks_responsive_height":"","_coblocks_accordion_ie_support":"","_uag_custom_page_level_css":"","advanced_seo_description":"","jetpack_seo_html_title":"","jetpack_seo_noindex":false,"jetpack_seo_schema_type":"","_jetpack_newsletter_access":"","_jetpack_dont_email_post_to_subs":false,"_jetpack_newsletter_tier_id":0,"_jetpack_memberships_contains_paywalled_content":false,"_wpcom_ai_launchpad_first_post":false,"_jetpack_feature_clip_id":0,"_jetpack_memberships_contains_paid_content":false,"footnotes":"","jetpack_publicize_message":"{title}\n\n{excerpt}\n\n{url}","jetpack_publicize_feature_enabled":true,"jetpack_social_post_already_shared":true,"jetpack_social_options":{"image_generator_settings":{"template":"highway","default_image_id":0,"font":"","enabled":false},"version":2},"_wpas_customize_per_network":false,"jetpack_post_was_ever_published":false},"categories":[156],"tags":[488,419,2535],"class_list":["post-160072","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-templates","tag-cost-estimate","tag-questetra-workflow-api","tag-workflow-automation"],"jetpack_publicize_connections":[],"jetpack_featured_media_url":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=960%2C540&ssl=1","uagb_featured_image_src":{"full":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=960%2C540&ssl=1",960,540,false],"thumbnail":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=440%2C440&ssl=1",440,440,true],"medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=560%2C315&ssl=1",560,315,true],"medium_large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=768%2C432&ssl=1",768,432,true],"large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=960%2C540&ssl=1",960,540,true],"1536x1536":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=960%2C540&ssl=1",960,540,true],"2048x2048":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-portrait-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=900%2C540&ssl=1",900,540,true],"newspack-article-block-square-large":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=960%2C540&ssl=1",960,540,true],"newspack-article-block-landscape-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-portrait-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-square-medium":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=800%2C540&ssl=1",800,540,true],"newspack-article-block-landscape-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=600%2C450&ssl=1",600,450,true],"newspack-article-block-portrait-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=450%2C540&ssl=1",450,540,true],"newspack-article-block-square-intermediate":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=600%2C540&ssl=1",600,540,true],"newspack-article-block-landscape-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=400%2C300&ssl=1",400,300,true],"newspack-article-block-portrait-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=300%2C400&ssl=1",300,400,true],"newspack-article-block-square-small":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=400%2C400&ssl=1",400,400,true],"newspack-article-block-landscape-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=200%2C150&ssl=1",200,150,true],"newspack-article-block-portrait-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=150%2C200&ssl=1",150,200,true],"newspack-article-block-square-tiny":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?resize=200%2C200&ssl=1",200,200,true],"newspack-article-block-uncropped":["https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2024\/04\/eyecatch-estimate-aggregation-20211022-en.png?fit=960%2C540&ssl=1",960,540,true]},"uagb_author_info":{"display_name":"Tsuyoshi Kusaka","author_link":"https:\/\/support.questetra.com\/en\/author\/kusaka0211\/"},"uagb_comment_info":0,"uagb_excerpt":"Retrieves data from the Quotation Process and sends an email with a list of the total number and value of quotes issued in the last week. This is automatically initiated every Monday morning. Uses pre-saved quotation process search criteria.","jetpack_sharing_enabled":true,"jetpack_shortlink":"https:\/\/wp.me\/p9DiIh-FDO","jetpack_likes_enabled":true,"jetpack-related-posts":[{"id":75346,"url":"https:\/\/support.questetra.com\/en\/templates\/online-estimate-storage-flow-20161011\/","url_meta":{"origin":160072,"position":0},"title":"Online Estimate Storage Flow","author":"Hirotaka NISHI","date":"2022-12-21","format":false,"excerpt":"Stores quotation PDF automatically to share. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of \"Drafting Quotation\". After the quotation is submitted, the quotation which succeeded in the contract is automatically uploaded to the Dropbox folder.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-online-estimate-storage-flow-20161011-218-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":75409,"url":"https:\/\/support.questetra.com\/en\/templates\/estimate-creation-flow-20170130\/","url_meta":{"origin":160072,"position":1},"title":"Estimate Creation Flow","author":"Hirotaka NISHI","date":"2022-07-06","format":false,"excerpt":"Generates a quotation PDF to be approved by the superior. A quotation PDF is automatically generated after the submittee, details and total amount are entered at the Task of \"Drafting Quotation\". After the approval of the superior, the status of the Issue is recorded at the Task of [3. Submit\u2026","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/03\/eye-catch-estimate-creation-flow-20170130-209-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":78922,"url":"https:\/\/support.questetra.com\/en\/templates\/personnel-change-announcement-process-20170821\/","url_meta":{"origin":160072,"position":2},"title":"Personnel Change Announcement Process","author":"Hirotaka NISHI","date":"2021-01-14","format":false,"excerpt":"Notifies Personnel changes information to in-house by email. Starts automatically every Friday early in the morning and automatically and retrieves events concerning HR scheduled for the following week from Google Calendar. If there is an HR event, it will be sent to the internal mailing list.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/09\/eye-catch-personnel-change-announcement-process-20170821-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/09\/eye-catch-personnel-change-announcement-process-20170821-209-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/09\/eye-catch-personnel-change-announcement-process-20170821-209-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/09\/eye-catch-personnel-change-announcement-process-20170821-209-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/09\/eye-catch-personnel-change-announcement-process-20170821-209-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":75274,"url":"https:\/\/support.questetra.com\/en\/templates\/order-report-process-20170206\/","url_meta":{"origin":160072,"position":3},"title":"Order Report Process","author":"Hirotaka NISHI","date":"2021-01-21","format":false,"excerpt":"To be approved by the Sales Manager. Sales team leader makes [2. Confirmation], and then Sales Manager makes [3. Approval]. If the order value is over 1 million JPY, it will be also reported to the directors. Assumed to be invoked from Quotation Approval Process, etc.","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2021\/01\/eye-catch-order-report-process-20170206-218-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":67575,"url":"https:\/\/support.questetra.com\/en\/pdf\/pdf-quote\/","url_meta":{"origin":160072,"position":4},"title":"Base PDF: Quotation","author":"Hirotaka NISHI","date":"2022-07-13","format":false,"excerpt":"A base PDF file for automatically generating a quotation based on the entered business data. Values such as recipient and issuer information, amounts, and details entered in the workflow are inserted into each field.","rel":"","context":"In &quot;Base PDF&quot;","block_context":{"text":"Base PDF","link":"https:\/\/support.questetra.com\/en\/category\/pdf\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2014\/11\/pdf-quote-header.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]},{"id":77282,"url":"https:\/\/support.questetra.com\/en\/templates\/sla-credits-issuance-flow-20160201\/","url_meta":{"origin":160072,"position":5},"title":"SLA Credits Issuance Flow","author":"Hirotaka NISHI","date":"2021-02-18","format":false,"excerpt":"Accepts reduction claims based on SLA (Service Level Agreement) from customers and issues service credits. When there is an application via the Web form, the Workflow is Started, and the Service Operation manager confirms the results at the Step of [2. Downtime Confirmation]. If it does not meet the SLA,\u2026","rel":"","context":"In &quot;Workflow Apps&quot;","block_context":{"text":"Workflow Apps","link":"https:\/\/support.questetra.com\/en\/category\/templates\/"},"img":{"alt_text":"","src":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/06\/eye-catch-sla-credits-issuance-flow-20160201-220-en.png?fit=1200%2C675&ssl=1&resize=350%2C200","width":350,"height":200,"srcset":"https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/06\/eye-catch-sla-credits-issuance-flow-20160201-220-en.png?fit=1200%2C675&ssl=1&resize=350%2C200 1x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/06\/eye-catch-sla-credits-issuance-flow-20160201-220-en.png?fit=1200%2C675&ssl=1&resize=525%2C300 1.5x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/06\/eye-catch-sla-credits-issuance-flow-20160201-220-en.png?fit=1200%2C675&ssl=1&resize=700%2C400 2x, https:\/\/i0.wp.com\/support.questetra.com\/wp-content\/uploads\/2019\/06\/eye-catch-sla-credits-issuance-flow-20160201-220-en.png?fit=1200%2C675&ssl=1&resize=1050%2C600 3x"},"classes":[]}],"amp_enabled":false,"_links":{"self":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/160072","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/users\/9"}],"replies":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/comments?post=160072"}],"version-history":[{"count":10,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/160072\/revisions"}],"predecessor-version":[{"id":165924,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/posts\/160072\/revisions\/165924"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media\/160084"}],"wp:attachment":[{"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/media?parent=160072"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/categories?post=160072"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/support.questetra.com\/en\/wp-json\/wp\/v2\/tags?post=160072"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}