Estimate Send Back To Originator Workflow

Scope

Send back estimates to the originator for necessary action.

Employees

This allows the user to send the estimate back to the originator’s inbox for any correction required. Below given detail is captured.
1. Comments - This is a text area and non-mandatory field. Users can add any remarks/ instructions to be passed to the originator of the estimate.
2. Attach Supporting Document - This is a document upload field and non-mandatory. Users can attach and upload supporting documents while sending the estimate back to the originator.
3. Send Back - This is an action button.
4. Cancel - This is an action button.
On Send Back
1. The pop-up window is closed and a toast success message is displayed.
2. The view estimate page is refreshed and the actions menu is loaded according to the role the logged-in user has.
3. The estimate is moved to the creator’s inbox.
4. The Edit Estimate option is available to the Estimate Creator to edit the estimate and attached the new documents files and submit it.
5. Workflow state changes as given below.

Role

From State

To State

Status

Clicking on cancel closes the pop-up window and the toast cancel message is displayed on the view estimate page.

Toast Success Message:

The estimate is sent back to the creator successfully.

Failure Message:

Sending back of estimate failed.

Toast Cancel Message:

Action is cancelled.

Not applicable.

Description

Last updated 1 year ago