Setup Workflow Approvals

Workflows route documents through structured approval chains. Any document with an Approve action can flow through a chain, and conditions such as amount or branch decide which route is taken.

1. Open Operations, then Workflows.
2. Choose a document type and the starting event.
3. Add a condition — for example, amount above 1,00,000 or branch equals.
4. Order the steps and set who approves at each step.
5. Enable the workflow and save.
6. Watch executions in the live monitor dashboard.

One workflow can contain internal branches. For example, requests under a limit auto-approve while higher requests require two managers.