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Park or Save Quotation temporarily

vinoth_g
Explorer
0 Kudos

Hi,


I want to temporarily save quotation.

Because saving of Quoation triggers workflow and whenever the user saves separate workflow is getting triggered.

So there is confusion for the approver.


Is there posiblity to Park or Save Quotation temporarily.

Or is there any other solution.


Please help.


Regards,

Vinoth G

Accepted Solutions (0)

Answers (2)

Answers (2)

Lakshmipathi
Active Contributor
0 Kudos

If you don't want the workflow to function during each and every save, then you need to modify the existing logic in workflow

G. Lakshmipathi

ravi_kumar100
Active Contributor
0 Kudos

Hi,

Does any block in Quotation Header triggers workflow?

If not, then you can check the blocking of quotation.You can default a block during Quotation creation so that the workflow doesn't trigger.

Regards,

SRK

vinoth_g
Explorer
0 Kudos

Thanks SRK.

I tired but when I save, workflow triggers

Regards,

Vinoth G

ravi_kumar100
Active Contributor
0 Kudos

Hi,

Kindly check by creating User Defined status profiles and assign them to the Quotation document type. Discuss with your Workflow consultant to ignore the message trigger for a particular user status.

If you decide not to go with User defined status then better discuss with your Workflow consultant for not triggering any workflow when the Quotation header is in blocked status,

Regards,

SRK