Quote Approval, Google Drive Create Folder 20220204
When quotes are approved, a folder will be created in Google Drive. The quotes are uploaded to the folder and its browsing URL is emailed to the customer. The created folder is automatically deleted on the deletion date determioned by the sales staff.
Worker (#of Swimlane: 2)
  • Salesman
  • Sales Manager
    • The boss of the sales representative
Business Flow (Complexity of Workflow: 10)
  • 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.
  • 11 4. Create Folder
  • 2 5. Upload Files
    • 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 8. Delete Folder
    • Files uploaded to Google Drive are deleted.
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Business Process Variables (#of Data Item: 7)
  • 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
  • Created folder URL q_created_folder_url 1
  • Created folder ID q_created_folder_id 2

Field Name, num, Initial Value

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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 a folder in which a new folder to be created in C2: Parent folder ID in [4. Create Folder (Google Drive: Create folder)]

Capture

See also

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