Before a CE can be finalised, a Senior person may need to check and approve it. The production user will change the status of the CE which will kick off a workflow. The Senior Manager will then receive a notification on the To Do tab on the Home page.
Below are steps to show you how to set up a CE workflow.
Step-by-step guide
- Navigate to Settings and click on Workflow Setup in the Configuration tree.
- On the Workflow Setup screen, click the + Add New button.
The Set up new / edit existing workflow dialog appears. - Click on the Applies to field, and select Cost Sheet.
- In the Trigger field, select Status Changed.
- In the When From Value is equal to field, select Draft.
- In the When To Value is equal to field, select Final.
Click the Action Type field, and select Needs Action.
This means that when a Production user changes the status of a Cost Sheet from Draft to Final, a workflow will be kicked off and something needs to be done.- Click the Participants tab to select Users who need to take action on the Cost Sheet and click the + Add New button.
- Click on the Respondent field and select the relevant User.
- Click on the Action field, and select Approve/Decline.
- Click the Create button.
The workflow will appear on the Workflow Setup screen and it will be kicked off once a Cost Sheet status is changed from Draft to Final.
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