Enable or disable workflow for quotes and orders

System administrators can now enable or disable workflow for quotes and orders. By default, quotes and orders have workflow disabled.

1. Open Microsoft SQL Server Management studio and connect to the Sage CRM database.

2. Do one of the following:

   • To enable workflow, run this query:

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     update Custom_SysParams set Parm_Value = 'Y' where parm_name = 'workflowquotes';
     update Custom_SysParams set Parm_Value = 'Y' where parm_name = 'workfloworders';
     update Custom_SysParams set Parm_Value = 'Y' where parm_name = 'allowworkflowforQA';

   • To disable workflow, run this query:

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     update Custom_SysParams set Parm_Value = 'N' where parm_name = 'workflowquotes';
     update Custom_SysParams set Parm_Value = 'N' where parm_name = 'workfloworders';
     update Custom_SysParams set Parm_Value = 'N' where parm_name = 'allowworkflowforQA';

     Disabling workflow for quotes and orders doesn't delete existing workflows.

3. Go to | Administration | System | Metadata, select Refresh system parameters, and then select Execute Refresh.

4. Create, edit, or delete workflows as described in Building a workflow.

   Your workflow for quotes or orders must always start with a transitional rule.

   When a user creates a quote or an order, it affects other Sage CRM database tables such as PricingList and Currency. This means that your workflow for a quote or an order becomes active only after a record is created in the system.