Workflow Automation

Designing multi-step approval processes and document state transitions.

Building Workflows

Workflows allow you to automate approval processes, replacing default Save/Submit actions with controlled business states.

Core Workflow Elements

• States: Document statuses such as Draft, Pending Manager Approval, Approved, and Rejected.
• Transitions: The action linking one state to another (e.g., from Pending Manager Approval to Approved on action Approve).
• Allowed Roles: The role authorized to execute a transition.
• Update Field: Automatically update status badges or custom document fields during state transitions.

Common Workflow Use Cases

• Purchase order approvals exceeding specified financial thresholds.
• Employee leave and expense reimbursement approvals.
• Customer credit limit exception approvals.