Workflow Actions

Workflow Actions let your users contribute to the workflow beyond the basics of "approve" and "reject".

After a quote is submitted, it may enter an approval state (where it waits for a user to approve or reject it).  This state has, by default, two actions: "approve" and "reject" which appear as buttons at the bottom of the quote.  You can add more actions, too.  You can add your own custom workflow actions to an approval state.  When added to any approval state, these workflow actions appear as buttons alongside the "approve" and "reject" buttons. 

Workflow actions can be visible or hidden, depending on your business rules.  Your users might see different buttons on a quote depending on who they are, and what state the quote is currently in.

Pick one of the actions that come pre-built in Epicor CPQ, or build your own custom workflow action. 

Action name	What it does	When your users see it
Approve	The standard "Approve" and "Reject" actions can perform anything you want to write in Snap.  However, these actions usually move the quote to another state, using the "Go to state" block.	If the current state is an Approval state, and the current user matches one of the "By users and roles" authorized to approve or reject in the approval state, then these actions will appear as buttons below the quote.
Reject
Add Attachments	Shows a dialog box where your user can upload files from their device, which will be attached to the quote header.	If they match one of the "Allowed users and roles" of the action, then the action will appear as buttons below the quote.
Build Quote Product	Runs a build they select for one custom product in the quote. This action is different from most actions: Asynchronous. The system does not wait for the build to complete before returning control to the user. The build job starts immediately when they click the action, and while it takes place the user can perform other tasks.   Specific to only one product. This action does not apply to the quote, or to all the products in the quote.  It is applied to the specific product the user selects.  They can find this action either in the quote page (in the "..." context menu next to each product), or in the product detail page. Note that in most cases, you would build your documents in a Build State: there, the documents get built automatically without the need for anyone to click a button.  Use this workflow action only when you want to build or rebuild documentation upon a user's request.
Delete	Deletes the quote, along with all the products within it.
Modify Attachments	Shows a dialog box to upload new attachments or delete existing ones on any product in the quote, or at the quote header itself.
Modify Currency	If your general settings allow multiple currencies, this changes the currency of the quote to any one of those other active currencies.
Modify Customer	If your general settings display the optional Customers and Contacts tabs, this action allows your user to replace the current customer associated with this quote to another customer.
Modify Discount	Allows this quote header field to be modified.
Modify Name	Allows the name field to be modified.
Modify Products	Allows any product within the quote to be modified.
Modify Quote Header Fields	Allows other fields on the quote header to be modified.
Modify Quote Product Description	Allows this quote header field to be modified.
Modify Quote Shipping Price	Allows this quote header field to be modified.
Reorder Products	Allows the order of the products within the quote to be changed.
Any Name You Want	Any action you build in Snap If the standard actions above don't meet your needs, you can easily create your own Custom Action, and then add it to any state of any workflow.