Workflow module

General path: Company space > Workflow

The Workflow module manages requests, validation circuits, assignments and process templates.

Submit a request

Path: Company space > Workflow > Processes or Company space > Workflow > My requests

Required: process template, title, all mandatory form fields.

Process:

1. Select an active template.
2. Check or modify the title.
3. Fill in the fields.
4. Submit.

Assigned validators may receive a notification.

Handle an assigned request

Path: Company space > Workflow > Assigned requests

Before approving or rejecting, check:

• company and requester,
• filled fields,
• attachments,
• business impact,
• previous comments.

WARNING

A decision should only be made after fully reading the data and comments.

Process builder

Path: Company space > Workflow > Builder

Template fields:

• Template name
• Description
• Process type
• Global or company scope

Dynamic form fields:

• Key, label, type
• Required or not
• Placeholder
• Options for choice fields

Steps:

• Order
• Validators (users or groups)
• Approval rules

TIP

An inactive template should not be offered when launching a new process.