Configuring a department-based workflow ensures that approval requests are routed to the appropriate department/department head for review. Follow this guide to set up a workflow tailored to specific departments.
Prerequisites
Admin Access: Ensure you have admin access to configure workflow settings.
Department List: Verify that the departments you want to assign workflows to are already created in ProcureDesk.
Step-by-Step Instructions
Access Manage Workflow
Log in to your account and switch to the Admin side.
Go to Configurations in the menu.
Select Manage Workflows from the available options.
Create a New Workflow
Click on the Add Workflow button.
Enter a Workflow Name to identify the process.
Set the Workflow Scope to specify the range of actions the workflow will cover.
Set Entry Conditions
Click the Add Condition button.
From the dropdown list, select Department as the entry condition.
Choose the department(s) for which you want to set up the workflow.
Add Workflow Levels
Define the approval levels by:
Adding approvers for each level.
Setting specific conditions for each approver (if required).
5. Save the changes
Review your settings and click Submit to activate the workflow.
FAQs
Can I assign multiple departments to a single workflow?
Yes, you can select multiple departments under the Department entry condition.
Can I edit a department-based workflow after creating it?
Yes, workflows can be edited at any time in the Manage Workflows section.