This workflow allows us to test quote-based output documents as quickly and easily as configurator-based ones.After a quote is submitted (1), this workflow will enter a "Building Documents" build state (2), and then enter the "Documents Finished" general state (3). A nice feature of this end state: if any product is modified, the quote immediately returns to the build state to rebuild the documentation. Testing your documents is as easy as editing a product in a quote, and waiting a minute. This can be useful for testing complex output documents, based on multiple products or nested configurators. After you've spent some time staging your test data by creating the necessary products, quantities, etc. in your quote, you can re-use this quote over and over as you refine your output documents.
Step 1: Open all permissions
Set your default permissions to allow anyone to do anything.
Step 2: Set visibility of your outputs
Step 3: Add a build state which will build your output documents
Step 4: Add a final general state
Step 5: Optionally, modify your workflow selector to use this testing workflow
- Drag a permission block into “default permissions”: pick the first permission
- Add User Role “All”
- CTRL-Drag that block to clone it
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On each clone, pick the next permission from the permissions select list.
(now all permissions are clearly defined, and can be edited as necessary in the future)
As with any workflow, add one or more "View outputs with tag" blocks, to ensure your documents are visible. Since this is for testing, make all documents visible to everyone.
Add the "Quote output" or "Configurator build type" blocks as necessary, and select the builds you want to test. If you are creating a PDF Bundle, you'll need to create a second build state for the bundle.
By adding a "Modify Products" action block that all users have rights to, you can watch for any modifications to any products in this quote. A modification could be a configured product being edited, or a standard product having its quantity edited. Any modification of any product causes the quote to go back to the "Building Documentation" state.
- If you are the only administrator working with output documents in your environment, you can set this workflow to be the default.
- However, if other colleagues in this same environment expect the existing workflows to behave normally, use the workflow selector to route your quotes to the correct workflow for processing.
Regardless of which you choose, remember to stop using this workflow before deploying your changes to the next environment.