This feature can be use to create approval flow process for all contracts. The following approvals can be created under approval workflow:
- Contract request.
- Contract authoring.
How To Create Approval Workflow
There are two steps to successfully create approval workflow:
STEP 1: Create workflow
- Click on settings.
- Click approval workflow.
- Click create workflow.
- Select process using dropdown.
- Select entity.
- Click create workflow.
Fig 91. Approval flow landing screen.
Fig 92. Popup screen for creating approval flow.
STEP 2: Adding Steps.
On creating approval workflow process, the next step is to create steps for each approvals workflows. To add workflow steps user will:
- Click on the dotted button.
- Click view steps. Fig 93. Annotated with blue is the dotted button while the annotation with red arrow points to view steps button.
- Click add step button.
- Select user ID using dropdown.
- Input description.
- Click create workflow step.
Fig 94. Popup screen to add steps to existing approval.
Fig 95. Popup screen on-clicking add step button.
Note: the same process can be use create approval workflow for the following:
- Contract request.
- Contract authoring.