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:
-
In the first page of the
New Workflow Wizard, select
Notify Me When.
-
In the second page of the wizard, specify the description as
Notify me when new PO line cost is > $1000.
-
For
Apply To, select
the PurchaseOrderLines form and click in the
IDO field to display the
appropriate IDO (SLPoItems) and caption
(Purchase Order Items).
-
For
What to Track, specify
Additions.
-
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.
-
Click
Finish to complete the
workflow.
-
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.