This guide shows you how to add a ready or reject node in a QuoteCloud workflow, allowing you to manage document approvals and ensure each outcome is handled correctly.
Add a Ready or Reject Node
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FAQ — Add a Ready or Reject Node (QuoteCloud Workflow)
What is a "Ready" node and what does it do in a workflow?
A "Ready" node marks a quote or record as prepared for the next stage of processing. It signals that required actions, validations, or approvals up to that point are complete and the item can proceed to subsequent workflow steps or be published depending on your workflow design. For specific behavior and configurable options, see the product user guide: more information.
What is a "Reject" node and when should it be used?
A "Reject" node is used to stop progression of a quote or record and flag it as not acceptable for further processing. Use it when a quote fails validation, does not meet business rules, or requires corrective action. The Reject node typically ends or branches the workflow so the item can be corrected, archived, or sent back to a prior state. For implementation details, consult the user guide: more information.
How do Ready and Reject nodes affect workflow state and downstream actions?
Ready and Reject nodes change the logical state of the workflow item: Ready advances it toward completion and downstream nodes; Reject halts or reroutes it. Downstream actions, notifications, or status changes depend on how the workflow is designed (for example, notifications on Ready or remediation paths on Reject). Refer to the workflow overview for examples of node interactions: more information.
Who can add or edit Ready/Reject nodes in a workflow?
Typically only users with permissions to create or edit workflows can add or modify nodes. Exact role names and permission settings are configured in your QuoteCloud environment; check your administration or permissions documentation for details. For guidance on workflow creation and permissions, see the workflow section: more information.
Do Ready or Reject nodes trigger notifications or automation?
They can, depending on how the workflow is configured. You can attach notifications, tasks, or automated transitions to follow a Ready or Reject node. The specific automation options available are described in the workflow documentation and in the node configuration instructions: more information.
Can I combine Ready/Reject nodes with conditions or approval nodes?
Yes. Ready and Reject nodes are commonly used alongside conditional logic and approval nodes to build branching workflows. Conditions decide which path an item takes; approvals can gate progression; Ready/Reject nodes finalize or divert processing. For recommended patterns and examples, consult the broader workflow guides: more information.
How can I test a workflow that uses Ready or Reject nodes?
Test workflows by running sample quotes or test data through the workflow steps and observing state changes, notifications, and any automated actions tied to the Ready or Reject nodes. Use a staging environment or a test workflow copy to avoid impacting production data. The user guide provides guidance on workflow testing best practices: more information.
What are common troubleshooting steps if a Ready or Reject node doesn’t behave as expected?
Common checks include: verifying node configuration and transitions, confirming conditional logic, ensuring user permissions are correct, and reviewing any automated actions or notifications tied to the node. If the behavior persists, consult logs or the workflow audit trail and review the user guide troubleshooting tips: more information.
Are there best practices for using Ready and Reject nodes?
Yes. Keep workflows simple and modular, document each node’s purpose, use clear naming for Ready/Reject nodes, combine them with conditions and approvals only where needed, and test changes in a non-production environment. Also maintain auditability by enabling logs or history for transitions. See the workflow overview for additional design recommendations: more information.
References — Related User Guides
Below are user guide pages related to Ready and Reject nodes. Use them for deeper configuration, examples, and administration guidance.