Creating and Editing a Workflow

Navigate to Workflows in the main navigation to manage your approval rules.

Creating a New Workflow

1. Click + Create.
2. Enter a Name for the workflow (e.g., "High-value invoices — Director approval").

Step 1: Define the Threshold (Conditions)

Click + Add Condition to add one or more conditions:

Use the AND / OR toggle to combine multiple conditions.

Step 2: Build the Approval Chain

1. Click + Add Step to add an approval level.
2. For each step, select:
   • Approver type: Individual user or User group
   • Approver: Select the user(s) or group
   • Routing mode: Sequential or Parallel
   • Quorum (parallel only): Minimum number of approvers required (e.g., 2 out of 3)
3. Repeat to add more steps.

Steps are executed in the order they appear. Drag and drop to reorder.

Step 3: Save the Rule

Click Save. The rule is created in Disabled state — enable it when ready (see Enabling and Disabling a Workflow).

Editing an Existing Workflow

1. Click the workflow name in the list.
2. Modify the conditions, chain steps, or priority as needed.
3. Click Save.

Note: Changes to an active rule take effect immediately for new documents. Documents already in an approval chain continue with the original rule until their chain is complete.

Deleting a Workflow

1. Click the workflow name.
2. Click Delete.
3. Confirm the deletion.

Workflows with active approval chains cannot be deleted. Disable the workflow first and wait for all active chains to complete.