Skip to main content

Create a Standard Workflow

RDG Support
  • Updated

Create a Standard Workflow – 1 Level of Approval 

 

1. Select Requestor icon, then Add .

        

2. Select add Approver    to add the necessary workflow approver details and save:

  • Approver Type
  • Approver
  • Approver Description (optional). If entered, the description will be included with the name of the workflow step for use in business rules and field properties.
  • Step Type (Step Actions defaults from Step Type selection)

3. Select Edit Connection  by clicking on the                                                                              

Requestor  or Approver

4. Add the necessary Action Targets details and save. Repeat the process for all approval nodes.

5. Select Validate Workflow button  to validate the workflow. A validation message will be displayed if the workflow path is complete. 

6. Save  to complete the workflow creation and BRF table generation. A confirmation message will be displayed once BRF tables have been successfully created.

7. Repeat the steps above for additional approval levels as needed.

 

Related articles