Approval Flow in Contracts
Our Approval flow is simple and elegant – allowing complete collaboration and follow-through to make sure your expenses are logged correctly and viewed by your manager. App allows you to create as many approval flows as you need.
How does the simple approval flow works in Contracts?
The Approval flow supports business processes that allowing complete collaboration and follow-through to make sure your contracts are logged correctly and viewed by your manager. App allows you to create as many approval flows as you need.
After an employee submit a contract details, it goes through the approval flow. The approval flow can be performed by one or many managers sequentially. The criteria established in Approval flow setting filters which contract an approver sees in his or her queue.
Scenario 1
In this scenario, we assuming that the customer who is named as James want to sand Andrew are the super users. The contracts can be created by James and it has been approved by Andrew.
This example illustrates the criteria:
{
Set 1
{
Group 1
{
Customer = James
}
}
}
Approval Flow = Custom list of employees: Katie Dustin
Actions:
On Submit Update: [Description = Submitted]
Send Email: [Email Template = Contract Submitted, Recipient = Katie Dustin]
On Approval Update Attribute: [Description = Approved]
Send Email: [Email Template = Contract Approved, Recipient = James]
On Rejection Update Attribute: [Description = Rejected]
Send Email: [Email Template = Contract Rejected, Recipient = James]