Create an Approval Workflow for an Application

You create approval workflows that will generate a review and approval process for submitted records.

Approval workflows can be created for purchase requisitions, request for price quotes, purchase orders, change orders, release orders, and inventory item requests.

Pre-requisites: If you use organizations in Vision and you want to assign organization-level approvers to a workflow, set up approval roles at the organization level in either Configuration > Organization > General or Configuration > Organization > Individual.

To create an approval workflow for an application, complete the following steps:

  1. From the Vision Navigation menu, click Configuration > Approvals > Approvals Configuration.
  2. On the toolbar of the Approvals Configuration form, click New > New Approval Workflow.
  3. On the General tab, complete the fields to select the application for which the workflow applies, give the workflow a name, and so on.
  4. Click the Workflow tab, and on the Approval Steps grid toolbar, click Insert to add a blank row to the grid.
  5. In the blank row, enter the information to define an approval step, including the step description, conditions (optional), employees to approve the step, and so on.
  6. To enter one or more conditions for an approval step (optional):
    1. Click in the Conditions field, and then click to open the Conditions dialog box and define the conditions under which the step will occur.
    2. In the Action if Conditions Not Met field in the Approval Steps grid, select the action to take if the condition is not met.
  7. On the toolbar of the Step Actions grid, click Insert and select a type of alert from the shortcut menu to add to the approval step, for the approval step that you currently have selected in the Approval Steps grid.
  8. On the alert dialog box, enter the method of notification (email or dashboard) and any other settings for the alert and click OK. Each email and dashboard notification alert now displays in a separate row in the Step Actions grid.
  9. In the Edit Content field of the Step Actions grid, click the Email or Dashboard hyperlink.
  10. On the Email Configuration dialog box or the Dashboard Configuration dialog box, enter the settings to specify the employees to send the alert to, the alert's subject line, and its message.
  11. Click OK to save the email or dashboard configuration settings.
  12. Repeat steps 4–11 to add additional approval steps to the workflow, which require other employees to also approve the records going through approval.
  13. Use the Move Up and Move Down buttons on the Approval Steps grid to place the approval steps in the order that you want them performed.
  14. Click Save on the Approvals Configuration form toolbar.