Standard Process Workflow Steps, Profiles, and Transition Rules
Overview
The Standard Process contains several steps to manage quote approvals and order management. Standard Workflow Steps are automatically created when a new Standard Process is created.
Workflow Steps
The following table lists workflow steps for newly created 24D Standard Processes.
Step | Variable Name | Stage | Description | Comments |
---|---|---|---|---|
Start |
start_step |
Quote |
Default Step |
|
In Progress |
pending_process |
Quote |
The transaction is being edited prior to sending to the customer or ordering. |
|
Waiting for Approval |
waitingForInternalApproval |
Quote |
The transaction is locked awaiting approval from management. |
|
Approved |
approved |
Quote |
The transaction has all necessary internal approvals. |
|
Awaiting Customer Acceptance |
awaitingCustomerAcceptance |
Quote |
The transaction is awaiting acceptance/rejection from customer. |
|
Customer Accepted |
customerAccepted |
Quote |
The customer has accepted the proposed transaction after review. |
|
Waiting for Signature |
waitingForSignature |
Quote |
The transaction is awaiting customer approval before being ordered. |
|
Signed |
signed |
Quote |
The customer has signed the contract. |
|
Draft Order |
draftOrder |
Order |
|
New Step, Stage set to Order for new Standard Process beginning in CPQ 24D |
Ordered |
orderedBeingFulfilled |
Order |
The order has been sent to the fulfillment system. |
Stage updated to Order for new Standard Processes beginning in CPQ 24D |
Being Changed / Canceled |
beingChangedCanceled |
Quote |
This is a copy of a transaction that is currently being fulfilled that the customer wants to change. |
This step is deprecated in CPQ 24D. Existing steps will not be removed upon upgrade to 24D. |
Fulfilled |
closedFulfilled |
Order |
The order has been fulfilled and no further changes are possible. |
Stage updated to Order for new Standard Processes beginning in CPQ 24D |
Canceled |
canceled |
Quote |
The entire order has been canceled. |
|
Rejected By Customer |
rejectedByCustomer |
Quote |
The customer decided not to move forwards with the proposed transaction. |
|
Alternate Version Ordered |
alternateVersionOrdered |
Quote |
The customer chose to move forwards with a different version of the same proposal. This version is closed. |
|
Deleted |
deleted |
Quote |
The transaction has been deleted. |
|
Agreement Finalized |
agreementFinalized |
Agreement |
The agreement has been finalized |
New Step, Stage set to Agreement for new Standard Process beginning in 24D, enabled when Agreement is enabled |
Order Canceled |
orderCancelled |
Order |
|
New Step, Stage set to Order for new Standard Process beginning in 24D |
Workflow Participant Profiles and Transition Rules
The following table lists workflow participant profiles and transition rules for newly created 24D Standard Processes.
Step | Profile | Initial Step | Action | Transition Rule | Transition to Step | Condition | Comments |
---|---|---|---|---|---|---|---|
Start |
Admin |
Not Applicable |
Create Agreement |
Create Agreement: Start -> Agreement Finalized |
Agreement Finalized |
Always True |
Agreement Stage enabled |
Start |
Admin |
Not Applicable |
Save |
Save -> Awaiting Customer Acceptance |
Awaiting Customer Acceptance |
Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == true); |
Agreement Stage enabled |
Start |
Admin |
Not Applicable |
Save |
Save -> In Progress |
In Progress |
Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == false); |
Agreement Stage enabled |
Start |
Admin |
Not Applicable |
View Next Step |
Next |
In Progress |
Always True |
|
Start |
Admin |
Not Applicable |
View Previous Step |
Previous |
Alternate Version Ordered |
Always True |
|
Start |
Sales User |
Not Applicable |
Create Agreement |
Create Agreement: Start -> Agreement Finalized |
Agreement Finalized |
Always True |
Agreement Stage enabled |
Start |
Sales User |
Not Applicable |
Save |
Save -> In Progress |
In Progress |
Always True |
|
Start |
Self Service User |
Not Applicable |
Save |
Save -> Awaiting Customer Acceptance |
Awaiting Customer Acceptance |
Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == true); |
Agreement Stage enabled |
Start |
Self Service User |
Not Applicable |
Save |
Save -> In Progress |
In Progress |
Advanced Conditions Transition > Skip Seller Review return (_transaction_s_skipSellerReview_t == false); |
Agreement Stage enabled |
In Progress |
Admin |
No |
Reject Quote |
Customer Rejected |
Rejected By Customer |
Always True |
|
In Progress |
Admin |
No |
Request Approval |
submit - approval needed |
Waiting for Approval |
Always True |
|
In Progress |
Admin |
No |
Save |
Saved Transaction |
In Progress |
Always True |
|
In Progress |
Admin |
No |
Submit |
submit - no approval needed |
Approved |
Always True |
|
In Progress |
Admin |
No |
View Next Step |
Next |
Waiting for Approval |
Always True |
|
In Progress |
Admin |
No |
View Previous Step |
Previous |
Start |
Always True |
|
In Progress |
Sales User |
No |
Cancel Transaction |
Cancel Transaction |
Canceled |
Always True |
|
In Progress |
Sales User |
No |
Reject Quote |
Customer Rejected |
Rejected By Customer |
Always True |
|
In Progress |
Sales User |
No |
Request Approval |
submit - approval needed |
Waiting for Approval |
Always True |
|
In Progress |
Sales User |
No |
Save |
Saved Transaction |
In Progress |
Always True |
|
In Progress |
Sales User |
No |
Submit |
submit - no approval needed |
Approved |
Always True |
|
In Progress |
Self Service User |
No |
None |
None |
|
|
|
Waiting for Approval |
Admin |
No |
Cancel Approvals |
revise (submit) waiting for approval -> pending |
In Progress |
Always True |
|
Waiting for Approval |
Admin |
No |
Reject |
reject: Waiting for Approval -> In Progress |
In Progress |
Always True |
|
Waiting for Approval |
Admin |
No |
Reject Quote |
Customer Rejected |
Rejected By Customer |
Always True |
|
Waiting for Approval |
Admin |
No |
Reject Quote |
Approved |
Waiting for Approval |
Always True |
|
Waiting for Approval |
Admin |
No |
Submit |
Submit: Waiting for Approval -> Approved |
Approved |
Always True |
|
Waiting for Approval |
Admin |
No |
View Next Step |
Next |
Approved |
Always True |
|
Waiting for Approval |
Admin |
No |
View Previous Step |
Previous |
In Progress |
Always True |
|
Waiting for Approval |
Sales User |
No |
Cancel Approvals |
revise (submit) waiting for approval -> pending |
In Progress |
Always True |
|
Waiting for Approval |
Sales User |
No |
Cancel Transaction |
Cancel Transaction |
Canceled |
Always True |
|
Waiting for Approval |
Sales User |
No |
Reject Quote |
Customer Rejected |
Rejected By Customer |
Always True |
|
Waiting for Approval |
Self Service User |
No |
None |
|
|
|
|
Approved |
Admin |
No |
Cancel Approvals |
revise (submit): approved -> In Progress |
In Progress |
Always True |
|
Approved |
Admin |
No |
Cancel Transaction |
Cancel Order |
Canceled |
Always True |
|
Approved |
Admin |
No |
Create Agreement |
Create Agreement: Approved -> Agreement Finalized |
Agreement Finalized |
Always True |
Agreement Stage enabled |
Approved |
Admin |
No |
Reject Quote |
Customer Rejected |
Rejected By Customer |
Always True |
|
Approved |
Admin |
No |
Request Signature |
Request Signature |
Waiting for Signature |
Always True |
|
Approved |
Admin |
No |
View Next Step |
Next |
Waiting for Signature |
Always True |
|
Approved |
Admin |
No |
View Previous Step |
Previous |
Waiting for Approval |
Always True |
|
Approved |
Sales User |
No |
Cancel Approvals |
revise (submit): approved -> In Progress |
In Progress |
Always True |
|
Approved |
Sales User |
No |
Cancel Transaction |
Cancel Transaction |
Canceled |
Always True |
|
Approved |
Sales User |
No |
Create Agreement |
Create Agreement: Approved -> Agreement Finalized |
Agreement Finalized |
Always True |
Agreement Stage enabled |
Approved |
Sales User |
No |
Create Order |
Create Order |
Ordered |
Always True |
|
Approved |
Sales User |
No |
Publish Quote -> Awaiting Customer Acceptance |
Publish Quote -> Awaiting Customer Acceptance |
Awaiting Customer Acceptance |
Always True |
|
Approved |
Sales User |
No |
Reject Quote |
Customer Rejected |
Rejected By Customer |
Always True |
|
Approved |
Sales User |
No |
Request Signature |
Request Signature |
Waiting for Signature |
Always True |
|
Approved |
Sales User |
No |
Revise Quote |
Revise Quote -> In Progress |
In Progress |
Always True |
|
Approved |
Self Service User |
No |
None |
|
|
|
|
Awaiting Customer Acceptance |
Default |
No |
None |
|
|
|
|
Awaiting Customer Acceptance |
Sales User |
No |
Revise Quote |
Revise Quote -> In Progress |
In Progress |
Always True |
|
Awaiting Customer Acceptance |
Self Service User |
No |
Accept Quote |
Accept Quote -> CustomerAccepted |
Customer Accepted |
Always True |
|
Awaiting Customer Acceptance |
Self Service User |
No |
Reject Quote |
Reject Quote -> rejectedByCustomer |
Rejected By Customer |
Always True |
|
Awaiting Customer Acceptance |
Self Service User |
No |
Revise Quote |
Request Revision -> In Progress |
In Progress |
Always True |
|
Awaiting Customer Acceptance |
Self Service User |
No |
Self Service Checkout |
Self Service checkout -> Cancelled |
Canceled |
Always True |
|
Customer Accepted |
Default |
No |
None |
|
|
|
|
Customer Accepted |
Sales User |
No |
Create Order |
Create Order |
Ordered |
Always True |
|
Customer Accepted |
Sales User |
No |
Request Signature |
Request Signature |
Waiting for Signature |
Always True |
|
Customer Accepted |
Sales User |
No |
Revise Quote |
Revise Quote -> In Progress |
In Progress |
Always True |
|
Customer Accepted |
Self Service User |
No |
None |
|
|
|
|
Waiting for Signature |
Default |
No |
Reject Quote |
reject: waiting for signature -> rejected |
Rejected By Customer |
Always True |
|
Waiting for Signature |
Default |
No |
View Next Step |
Next |
Signed |
Always True |
|
Waiting for Signature |
Default |
No |
View Previous Step |
Previous |
Approved |
Always True |
|
Waiting for Signature |
Self Service User |
No |
None |
|
|
|
|
Signed |
Default |
No |
Create Agreement |
Create Agreement: Signed -> Agreement Finalized |
Agreement Finalized |
Always True |
Agreement Stage enabled |
Signed |
Default |
No |
Create Order |
Create Order: signed -> ordered |
Ordered |
Always True |
|
Signed |
Default |
No |
View Next Step |
Next |
Ordered |
Always True |
|
Signed |
Default |
No |
View Previous Step |
Previous |
Waiting for Signature |
Always True |
|
Signed |
Self Service User |
No |
None |
|
|
|
|
Draft Order |
Admin |
Yes |
Create Order |
Create Order: Draft Order -> Ordered |
Ordered |
Always True |
Order Stage enabled |
Draft Order |
Sales User |
No |
None |
|
|
|
Order Stage enabled |
Draft Order |
Self Service User |
Yes |
Create Order |
Create Order: Draft Order -> Ordered |
Ordered |
Always True |
Order Stage enabled |
Ordered |
Admin |
No |
View Next Step |
Next |
Fulfilled |
Always True |
Order Stage enabled |
Ordered |
Sales User |
No |
Cancel Order |
Cancel Order: Ordered -> Order Cancelled |
Order Cancelled |
Always True |
Order Stage enabled |
Ordered |
Self Service User |
No |
None |
|
|
|
Order Stage enabled |
Fulfilled |
Admin |
No |
None |
|
|
|
Order Stage enabled |
Fulfilled |
Sales User |
No |
None |
|
|
|
Order Stage enabled |
Fulfilled |
Self Service User |
No |
None |
|
|
|
Order Stage enabled |
Canceled |
Admin |
No |
None |
|
|
|
|
Canceled |
Sales User |
No |
None |
|
|
|
|
Canceled |
Self Service User |
No |
None |
|
|
|
|
Rejected By Customer |
Admin |
No |
None |
|
|
|
|
Rejected By Customer |
Sales User |
No |
None |
|
|
|
|
Rejected By Customer |
Self Service User |
No |
None |
|
|
|
|
Alternate Version Ordered |
Admin |
No |
None |
|
|
|
|
Alternate Version Ordered |
Sales User |
No |
None |
|
|
|
|
Alternate Version Ordered |
Self Service User |
No |
None |
|
|
|
|
Deleted |
Default |
No |
None |
|
|
|
|
Deleted |
Self Service User |
No |
None |
|
|
|
|
Agreement Finalized |
Admin |
No |
None |
|
|
|
Agreement Stage enabled |
Agreement Finalized |
Sales User |
No |
None |
|
|
|
Agreement Stage enabled |
Agreement Finalized |
Self Service User |
No |
None |
|
|
|
Agreement Stage enabled |
Order Cancelled |
Admin |
No |
None |
|
|
|
Order Stage enabled |
Order Cancelled |
Sales User |
No |
None |
|
|
|
Order Stage enabled |
Order Cancelled |
Self Service User |
No |
None |
|
|
|
Order Stage enabled |
Being Changed / Canceled | This step is deprecated in CPQ 24D. Existing steps will not be removed upon upgrade to 24D. |