Quote Approval, Google Drive Upload

Quote Approval, Google Drive Upload 20220201

An approved quote will be automatically uploaded to Google Drive. The file viewing/downloading URL will be emailed to the customer.

Worker (#of Swimlane: 2)

Business Flow (Complexity of Workflow: 7)

1 Quotation
- The sales representative attaches the created quotation (file).
6 Quote Approval
- The sales manager confirms the contents of the attached quotation (file) and decides approval.
7 Response Correction
- If the sales manager sends it back, the sales representative will create and attach the quotation (file) again.
2 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.

Workflow Diagram (click to open)

Business Process Variables (#of Data Item: 7)

Customer Name q_customer_name 5 *
Email Address q_customer_email 4 *
Quotation q_file 0 *
Discussion q_discussion 6
Google Drive File ID q_file_ids 1
- The file ID of the file uploaded to Google Drive is stored.
Quote URL to be provided to the customer (for referrdnce) q_web_view_urls_of_uploaded_files 2
- The URL for viewing the file uploaded to Google Drive is stored.
Quote URL to guide customers (for download) q_download_urls_of_uploaded_files 3
- The URL for downloading the file uploaded to Google Drive is stored.

Field Name, num, Initial Value

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

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

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