2022-06-23 / Workflow Apps / , , ,
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)
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

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)

Capture

See also

%d