Workflow Rules (Admin)

Workflow rules automate quote processing and can apply actions on events like submission, status changes, reminders, etc.

Location:

• Sales → B2B Quotes → Workflow Rules

Transition Validation

There are two layers:

• Frontend and Admin UI: always validate transitions
• Workflow actions: optionally validate transitions depending on:
  • b2bquote/workflow/transition_validation

See:

• Workflow Rules
• Status Transitions

Screenshot placeholder: workflow rule editor
File: ./_screenshots/admin-workflow-rule.png