Configuring a category-based workflow ensures that approval requests are routed based on the category of the request. This setup helps streamline approvals by ensuring the right person or team reviews requests within their area of expertise.
Prerequisites
Admin Access: Ensure you have admin access to configure workflow settings.
Category List: Verify that the categories you want to assign workflows to are already created in the system.
Step-by-Step Instructions
1. Access Manage Workflow
Log in to your account and switch to the Admin side.
Go to Configurations on the left menu.
Select Manage Workflows from the available options.
2. 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.
3. Set Entry Conditions
Click the Add Condition button.
From the dropdown list, select Category as the entry condition.
Choose the category(ies) for which you want to set up the workflow.
4. Add Workflow Levels
Define the approval levels by:
Adding approvers for each level.
Setting specific conditions for each approver (if required).
5. Save and Submit
Review your settings and click Submit to activate the workflow.
FAQs
Can I assign multiple categories to a single workflow?
Yes, you can select multiple categories under the Category entry condition.
Can I edit a category-based workflow after creating it?
Yes, workflows can be edited at any time in the Manage Workflows section.
What happens if a category isn’t assigned a workflow?
Requests for categories without workflows will follow the default approval process, if one exists.
Can I add other conditions to this workflow?
Yes, in addition to categories, you can set conditions like Amount, Department, Line Type, and more.