How to Use Workflows
Explore the following use cases to see how workflows can be applied to automate common tasks and streamline processes across your organization.
EXAMPLE 1: Supplier Inactivated Workflow
Use case: User wants to be notified when a supplier is disabled.
Configuration Tab
Workflow Steps Tab
Conditions:
Actions:
EXAMPLE 2: Items Approved Workflow
Use Case: User wants to automatically stamp an approval date when an item has been approved for use.
Configuration Tab
Workflow Steps Tab
Conditions:
Actions:
- View the image below
EXAMPLE 3: Insurance Document Review Workflow
Use Case: User wants insurance documents to be sent to a legal reviewer.
Configuration Tab
Workflow Steps Tab
Conditions:
View the image below
Actions:
View the image below
To build and customize workflows like the examples shown here, continue to Create and Edit Workflows.