Approvals Workflow Management - Creating and managing workflows

Creating a new workflow

When the Order Approval module is installed, the Approvals Workflow Management will be available for organisation admins on customer account menu.

To create a new workflow, click on "Approvals Workflow Management" and then "+ Add New Workflow"

A popup will be displayed, so the organisation admin can add the details for the new workflow

1. Add new Pre-Order Approval Workflow popup: This popup will appear after user clicked on “Add New Workflow” on the main page

2. Workflow name: Required field. Enter the workflow name

3. “Create Workflow” button: Click to create the workflow

The organisation admin will be redirected to the newly created workflow details page, where the user levels can be added.

1. A message will be displayed, showing that the workflow was successfully created

2. “Create Highest User Level” button: When clicking on this button, the admin will be redirected to create the mandatory highest level

3. “Add New User Level” button: When clicking on this button, the admin will add a new level to the workflow. If the workflow still doesn’t have a highest level, this button will have the same action as item 2 (above)

Editing an existing workflow

At any time, organisation admins can edit the workflow and its levels. If they click on view to specific workflow on the main page or if they are adding new levels after creating a new workflow, they will be redirected to this page.

1. Edit: When clicking on this button, the level will open. The admin can then view, edit or delete the specific level
   
2. User is able to hide/unhide each level on the main workflow view
   

If all users from determined level have been removed, the user level must be deleted or new users must be added to the level to fix the workflow. If the level is not fixed, the pre-orders will be seating at the level and waiting for users to be added to that level.

If there are any active pre-orders in the workflow, either a user level or the entire workflow cannot be deleted.

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