A class-based workflow ensures approval requests are routed according to the class associated with a transaction. This helps streamline the approval process by assigning requests/orders to the appropriate team or individual based on the class.
Prerequisites
Admin Access: Ensure you have admin privileges to configure workflow settings.
Class List: Confirm that the required classes are already created and available in the system.
Step-by-Step Instructions
Access Manage Workflow
Log in to your account and switch to the Admin side.
Go to Configurations from the main menu.
Select Manage Workflows from the available options.
Define Workflow Name and Scope
Click on the Add Workflow button to create a new workflow.
Enter a Workflow Name to easily identify the process.
Set the Workflow Scope to determine which transactions or actions the workflow will cover.
Set Entry Conditions
Click the Add Condition button.
From the dropdown, select Class as the entry condition.
Choose the class or classes for which the workflow will apply.
Add Workflow Levels
Define the approval levels by:
- Adding approvers for each level.
- Specifying conditions for each approver, if required.
Save and Submit
Review the workflow configuration and click Submit to activate it.
FAQs
Can I assign multiple classes to a single workflow?
Yes, you can select multiple classes under the Class entry condition.
Can I edit a class-based workflow after it’s created?
Yes, workflows can be edited at any time from the Manage Workflows section.