So here’s how i would handle this:
Quote MASTER (for the quote header info)
Quote DETAIL (for the quote line items data)
Quote STATUS (linked to the MASTER table with an ENUM field called STATUS … which would include all the statuses you want to track that MASTER entry with)
Step 1) CREATE QUOTE > Workflow 1 >> Triggers on the addition of NEW ROW to (let’s call it) QUOTE MASTER table.
Note: At this point i would have a one VC with an if statement: IF(ISBLANK(Related Quote STATUSs),“New”,MAXROW(“Quote STATUS”,“Timestamp”,([QUOTESTATUS_UID] = [_THISROW].[QUOTEMASTER_UID]))
That way I can create Slices … do reporting etc etc on that Master QUOTE… Based on a quote’s status.
Needless to say - we’re going to be using the addition of the QUOTE Master itself as the trigger… (If you want to fire out PDFs at this stage be careful though… this might have a wierd effect if you make the QUOTEMASTER_UID ref column a ‘Part of’ the Quote MASTER table… the sequence of events will change to A) New Master Entry B) Trigger C) Addition of DETAILS… Your PDF will be missing the children. There’s ways to handle this…)
Step 2) Move Quote MASTER to ‘In Progress’ > Create action that adds a new row (here’s your trigger!!) to another table based on the data from this table.
Note: The action will simply add a new row to our STATUS table causing a Trigger and instantly changing the status of the Quote MASTER entry since we now have that VC in place.
**Step 3) ** Rinse and repeat for other statuses…
Sorry for the ramble - hope the above makes some sense.