Workflow - Approval Process

To add a new workflow for approving items, perform these steps.

1. Click Settings icon and navigate through the settings popup.
2. Click Workflow under Customization section. 
   
    
3. View the Workflow Management page and click Add New Workflow. 
   
    
4. View the Add New Workflow details displayed. The following is the information displayed on the Add Workflow page.
   1. Manual Build: The process of building a workflow manually, a preview of it is also simultaneously seen.
      • Approval Process: This process can be used if there is a need to set up the rules for the approval process by the pre-defined role and user.
   2. Template: Provides a sample preview. – Coming Soon
5. Select Approval Process to create a workflow for approval. In the preview, a template diagram is displayed.
6. Click Next to start the Approval Process Workflow. 
   
    
7. Click Enter General Details and provide Enter Workflow Name, Org/Ref. ID, Enter Workflow Description, and Choose the Program.
8. Choose Module from the dropdown and click Save. 
   
    
9. Click the + icon below the Edit General Details section to add additional information. 
   
    
10. Select Role from the dropdown. 
    Note: Based on selected role, the system displays the user list.
11. Select User from the dropdown. 
    
     
12. Click Save to view the workflow created and its graphical representation. 
    
     
13. Click Actions to Edit, Clone, Move, or Delete and make changes. 
    Note: The Move option should be displayed if there is more than one stage. 
    
     
14. Click Save Workflow.