Workflow Example 2: A Conditional Notification

To create a workflow that sends a notification to your Inbox when a new purchase order line is added where the cost is more than $1000:

  1. In the first page of the New Workflow Wizard, select Notify Me When.
  2. In the second page of the wizard, specify the description as Notify me when new PO line cost is > $1000.
  3. For Apply To, select the PurchaseOrderLines form and click in the IDO field to display the appropriate IDO (SLPoItems) and caption (Purchase Order Items).
  4. For What to Track, specify Additions.
  5. In the third page, specify the filter criteria:
    • Select Where. The caption for the IDO you selected on the previous page is displayed (Purchase Order Items).
    • Select the appropriate property, DerExtItemCostConv, from the drop-down list. Note that the field label associated with the property is displayed in the drop-down list where possible, to help you find the property you want.  In this case, DerExtItemCostConv has the field label Extended Cost, which is what you want to compare to your maximum amount.
    • Specify the operator, in this case "greater than" ( > ).
    • Specify the value to compare to, in this case 1000. Do not specify separators or currency symbols.
    • Click Add This Clause to add your filter to the workflow.
  6. Click Finish to complete the workflow.
  7. To test the workflow, ask another user to add a new PO line for more than $1000. You should receive a notification in your Inbox.
Related topics
Creating Workflows with the Wizard