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--- wiki.vendor2 [2022/03/31 06:48] – created pcollabadmin
+++ wiki.vendor2 [2026/05/06 10:33] (current) – external edit 127.0.0.1
@@ Line 1: / Line 1: @@
-Vendor 2
+======Workflow Process======
+A user can create a workflow for any of the processes, like Vendor Onboarding, RFQs, POs, Invoices etc. One can create a workflow by navigating through **“Workflow”** from the left pane and select **“Create Workflow”.**
+{{::picture11.png?800|}}
+To create a workflow, select one of the **“Workflow Type”** from the dropdown, give a **“Workflow Title”** and hit **“+Add New Approval Level”** which gives a level of approval.
+{{::picture12.png?800|}}
+The user has to fill in the details and select the number of approvals from the drop down.
+{{::picture13.png?800|}}
+**“On Reject”** is enabled once a new level is added for approval. Else Level 1 would be the default level of approval. “Approval Type” lets the user to select a Role/User/Rule Result.
+{{::picture14.png?800|}}
+The number of Approver/s can now be selected by clicking on the dropdown menu. To add a new level of Approval, click on **“+Add New Approval Level”** which adds level 2 of approval.
+{{::picture19.png?800|}}
+As mentioned earlier, the **“On Reject”** field is now enabled which gives the condition that, on rejecting a VO/PO/RFQ/Invoice, the process go back to previous level. Once approved, the previous level and next level of approvers receive a mail by selecting the type of template from the highlighted fields.
+{{::picture15.png?800|}}
+On selecting the **“User”** type of approval, list of the members who have the authority to approve can be selected single/all. Hit **“Publish”** once everything is proper accordingly.
+{{::picture16.png?800|}}
+A warning statement is popped up as shown, which gives the user to rethink and make necessary changes to  the workflow created.
+{{::picture17.png?800|}}
+A user can check the workflow created under **“Workflow List”.**
+A user can take the actions as shown in the dropdown and export to excel in bulk.
+{{::picture18.png?800|}}