Building a workflow to match your business requirements requires some understanding of Snap and the specific Snap blocks which are used within workflow rules. The following scenarios represent some of the more common business requirements, although you may need to tweak these to better match your specific needs.
Workflow Example: testing output documents
This workflow allows us to test quote-based output documents as quickly and easily as configurator-based ones.
Workflow Example: approval workflow
Many businesses require that quotes be reviewed by management and/or engineers to ensure they fulfill a customers' needs and do not contain any mistakes. This approval workflow will address a slightly complex requirement which requires an approval based on certain criteria.
Workflow Example: a simple build workflow
Some businesses do not require a formal review process, but do require builds of outputs.
Workflow Example: sharing when using Channels
If you use the optional Channels feature, here are some considerations for your workflows.