This module allows the user to setup approval workflow of requests that needs to approve by the superior.
To create a workflow setup for a request module, go to Administration - Workflow then click the Add [+] button.
Fill in basic information fields. Highlighted in red indicates required.
In workflow status section, select the [+] Add button
Enter ALL available status, one status per line.
Use ENDPOINT to indicate in the system which status will be the final approval. If you wish to require a remarks when changing status, tick WITH REMARKS on the line of the status.
Bad status is used to indicate which status will not be included in the notification of the approver. This notification will be displayed in Approval module.
When all status has been added, it's time to indicate workflow configuration. Workflow configuration section is where we can set-up the conditions and status options for the employees and approvers.
To setup, select one status in Workflow Status section, then proceed to workflow configuration section. Click the Add [+] button to display selection
Enter selection for Requestor and Approver setup. You have to set-up a configuration in each status on your workflow, otherwise, request in status without workflow cannot make any action. Once done, add a workflow policy.
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In this section, we add the requestor and approver condition group. This is where you configure approver of the requests submitted by the employees.
To finish workflow creation, click Save button.
All workflow created will be shown here.
