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</style><p><strong>In this guide we will cover:</strong></p><p><strong>- Setting the Quotation Automations on a Workflow</strong></p><p><strong>- Use on a Ticket</strong></p><p><br></p><p><br></p><p><strong>Admin Guides:</strong></p><ul><li><a href="https://usehalo.com/halopsa/guides/1458/" target="_blank" rel="noopener noreferrer"><strong>Quotations</strong></a></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1832/" target="_blank" rel="noopener noreferrer"><strong>Workflows</strong></a></li></ul><p><br></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/933/" target="_blank" rel="noopener noreferrer"><strong>Modifying and Adding Workflows</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">Setting the Quotation Automations on a Workflow </span></strong></p><p>In Configuration > Tickets > Workflows, choose the workflow you wish to add the automations to. <strong>Fig 1</strong> shows how the workflow will appear once set up.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjkzMzQwYjdhLTZlNGUtNDMxNy04NjljLWYyMzJmYzJlYjI4ZSJ9.zRNpZP6uVW_2osoxTEb-9w9MZr_pvSkVbZzYKLJCpsQ" class="fr-fic fr-fil fr-dib" width="987" style="width: 989px; height: 466.408px;" height="466"></p><p><strong><span style="font-size: 10pt;">Fig 1. Workflow including the approved and rejected automations.</span></strong></p><p><br></p><p>Clicking Edit in the top left, and then the pencil icon that appears on the step to edit it, then scroll until you see the Actions area shown in <strong>Fig 2</strong> below. The highlighted ones are the ones we will be adding.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjYyZTM4YmQwLWFjMjEtNGU0OS04ZThhLTZiODkxMTE4NzM5NiJ9.YLOw6Gpq0AuFEE_d_sDVOEqvgo6GbJqJ3o5cazpgQYA" class="fr-fic fr-fil fr-dib" width="988" style="width: 990px; height: 191.506px;" height="192"></p><p><strong><span style="font-size: 10pt;">Fig 2. Quote Approved and Quote Rejected actions.</span></strong></p><p><br></p><p>Press the "Add" button in the top right of <strong>Fig 2</strong>. In the "Action Type to Configure at this Step" box, select "Quote Approval Outcome".</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU0N2RjYmVlLTcyN2UtNGY4YS04NTM3LTZjNGRlNTAyMjk3OSJ9.em_aLrEyVyGK1olVPg3PRK9IqtFt1F9Ge9zTX2RTvuA" class="fr-fic fr-fil fr-dib" width="692" height="285"></p><p><strong><span style="font-size: 10pt;">Fig 3. Action Type to Configure at this Step dropdown.</span></strong></p><p><br></p><p>Two boxes for "Quote Approval Outcome" and "Move Workflow" will then appear to fill in. You can then set which step you want your workflow to progress to.</p><p><br></p><p><em><strong>Note: "Approved" and "Rejected" are the options for outcome, and each can only be used once. It will disappear from the dropdown once added into another action on the Action table.</strong></em></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImMzNThhOWJiLWRmZmMtNGVkMS04ZmNmLWUyZmU3YWExYzBhOCJ9.JJkpNGKl2NpDe2ch9Pob5O720j7hNPxc1YwneYFre_o" class="fr-fic fr-fil fr-dib" width="695" height="438"></p><p><strong><span style="font-size: 10pt;">Fig 4. Quote Approval Outcome as Approved</span></strong></p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIzY2UwNmE1LTFjNjEtNGYwZS04MDVjLTFhZmFhY2Q5N2M2MyJ9.JfZs_2YOUwg6yaXhPcZluOPOWW7k0BlBMtEq3XEGN1o" class="fr-fic fr-fil fr-dib" width="691" height="437"></p><p><span style="font-size: 10pt;"><strong>Fig 5. Quote Approval Outcome as Rejected</strong></span></p><p><br></p><p><strong><span style="font-size: 14pt;">Use on a Ticket</span></strong></p><p>Once the quotation is accepted, it has moved the workflow to the next stage.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjllNmZmZTg4LTZhZjYtNGM5Yy1hYTRhLTMwODJkMWYxZDNlNyJ9.QuSTBLIEGPZwytVyco4hafE3hB1pzjxbEm9homyUtSo" class="fr-fic fr-fil fr-dib" width="971" style="width: 973px; height: 451.327px;" height="451"></p><p><strong><span style="font-size: 10pt;">Fig 6. Quote Accepted on a ticket.</span></strong></p><p><br></p><p>If the quotation is rejected instead, it moves the workflow to the Closed stage.</p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjIxMWY5M2I5LTY2NDctNDhkNC04ODZiLWRlMWZhNmQ1ODVhOCJ9.BmLjvkBFuthCNUs43B7b0P96OXPFJ7C9reQOCH56dGg" class="fr-fic fr-fil fr-dib" width="968" style="width: 970px; height: 450.667px;" height="451"></p><p><strong><span style="font-size: 10pt;">Fig 7. Quote Rejected on a ticket.</span></strong></p>
