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”.

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.

The user has to fill in the details and select the number of approvals from the drop down.

“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.

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.

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.

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.

A warning statement is popped up as shown, which gives the user to rethink and make necessary changes to the workflow created.

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.