Workflow Request

Workflow Request is a multiple-step process where you can inititate a request to get approved by multiple approvers.

Depending on the configured workflow, your request is routed to multiple approvers, and each approver has a defined role, and authority level. Your request progresses through the defined approval hierarchy or path.

To initiate the Workflow Request, click the Workflow Request option on the Requests screen as shown below:

Workflow Request

You will be navigated to the Select Workflow screen to select the type of workflow.

Select Workflow

The Workflows templates are categorized into two categories:

• System-generated workflows - These templates are predefined, and standardized by the system.

• Custom workflows - Custom templates provide users with customizable options and are added by the organization itself.

Let's take an example of Update Bank Details to understand the System-generated workflow.

On the Select Workflow screen, click Update Bank Details workflow and you will be navigated to the WorkflowRequest screen.

Update Bank Details Workflow

You can add all the details including Bank Name, Bank IFSC, Account Number, and comments as displayed above. After adding all the details click the Submit button.

As you click the Submit button, you will be directed to the Workflow Requests screen to view a list of your recently submitted requests with status.

Workflow Requests

Until your request is approved, you can withdraw it by clicking the Withdraw button. You will be asked to Confirm or Cancel the Withdrawal request.

Confirm Action

Custom Workflows

To understand Custom Workflows, let's consider an example of Mobile Workflow. On the Select Workflow screen, click the Mobile Workflow option.

Select Workflow (Mobile Workflow)

You will be navigated to the Mobile Workflow screen to add all the details as displayed below:

Mobile Workflow

Fill in all the field details including( Reason, Type, No of Pieces, Estimated Date, Estimated Time,Declaration, Comments) and click the Submit button.

You will be directed to the Workflow Requests screen to view a list of your recently submitted requests with status as shown below:

Workflow Requests

Until your request is approved, you can withdraw it by clicking the Withdraw button. You will be asked to Confirm or Cancel the withdrawal request.

Confirm Action