Workflows
Build approval flows visually and follow every request on its way.
Building blocksLink to the section “Building blocks”
A workflow is a diagram made of steps:
- Approval — a role must approve.
- Condition — branch on the amount, whether there is one, or the requester’s role.
- Action — record a transaction in Finance or post to the feed.
- Approved and Rejected ends.
Create a workflowLink to the section “Create a workflow”
Start from a ready-made one or from scratch.
- Choose New workflow in Workflows.
- Pick a preset from the gallery, or a blank one.
- In the builder, use “+” on any line to add a step, and the inspector to set it up.
- Save — saving waits until the issues list in the top bar is empty.
RequestsLink to the section “Requests”
A request walks through a workflow.
- Choose Start a request and give it a title, amount and details.
- Approvers see it under “Needs your attention”.
- Open it to see the way it took, who decided and what each action did.
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