wiki.vendor2 [p-collab wiki]

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======Workflow Process======

A user can create a workflow for any of the processes, like Vendor Onboarding, RFQs, POs, Invoices etc. One can create a workflow by navigating through **“Workflow”** from the left pane and select **“Create Workflow”.**

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To create a workflow, select one of the **“Workflow Type”** from the dropdown, give a **“Workflow Title”** and hit **“+Add New Approval Level”** which gives a level of approval.

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The user has to fill in the details and select the number of approvals from the drop down. 

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**“On Reject”** is enabled once a new level is added for approval. Else Level 1 would be the default level of approval. “Approval Type” lets the user to select a Role/User/Rule Result.

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The number of Approver/s can now be selected by clicking on the dropdown menu. To add a new level of Approval, click on **“+Add New Approval Level”** which adds level 2 of approval.

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As mentioned earlier, the **“On Reject”** field is now enabled which gives the condition that, on rejecting a VO/PO/RFQ/Invoice, the process go back to previous level. Once approved, the previous level and next level of approvers receive a mail by selecting the type of template from the highlighted fields.

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On selecting the **“User”** type of approval, list of the members who have the authority to approve can be selected single/all. Hit **“Publish”** once everything is proper accordingly.

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A warning statement is popped up as shown, which gives the user to rethink and make necessary changes to  the workflow created.

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A user can check the workflow created under **“Workflow List”.**
A user can take the actions as shown in the dropdown and export to excel in bulk.

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