Workflow example 2: a conditional notification

Scenario: When a new purchase order line is added where the cost is more than $1000, a notification must be sent to your Inbox.

To create a workflow for this scenario:

  1. Open the New Workflow Wizard.
  2. In the Type of Workflow section, select Notify Me When.
  3. Click Next.
  4. Specify this information:
    Description
    Specify Notify me when new PO line cost is > $1000.
    Apply To
    Select the PurchaseOrderLines form and click in the IDO field to display the SLPoItems IDO and Purchase Order Items caption.
    What to track
    Select Additions.
  5. Click Next.
  6. In the Filters section, perform these actions:
    1. Select Where. The Purchase Order Items caption is displayed.
    2. Select the DerExtItemCostConv property from the drop-down list.
      Note: 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.
    3. Specify > or the greater than operator.
    4. Specify 1000 or the value to compare to. Do not specify separators or currency symbols.
    5. Click Add This Clause to add your filter to the workflow.
  7. Click Finish to complete the workflow.
  8. 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.
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