Approval flow
      Back to home
      1. Home
      2. Procurement
      3. Approval flow

      Approval flow publishing

      Steps to Publish:

      Review Workflow: Before publishing, review the workflow configuration, including all steps, approvers, and request form questions.

      How to do it:

      1. open workflow
      2. go to step 2 of the workflow
      3. click Preview button
        1.  Preview option that allows to see how request form is looking like for regular requester

      Confirm and Publish: Once you are satisfied with the workflow, click Publish workflow. This makes the workflow live and available for employees to use.

      How to do it:

      1. go to workflow details
      2. click Publish Workflow button
      3. alternatively, click Publish button on the approval flow in the grid

      Steps to unpublish:

      When a user needs to unpublish flow for any reason they will be notified if there's any ongoing requests on this workflow available and option to confirm it. All ongoing requests are temporairly paused.

      That means they simply stops going through the approval steps until the workflow is published again

      How to do it:

      1. go to Procurement -> Workflow
      2. click Unpublish button on the workflow card
      3. confirm that your agree that ongoing requests will be paused
      4. alternatively, click Edit button
        1. click Unpublish in the workflow details