Workflow Use Case - Approval
The Approval Workflow use case is designed to manage a series of documents that need to be reviewed, analyzed and then submitted for approval. As part of the flow, the approver must be able to return a document back to the analyst if it cannot be approved.
Start by creating an approval workflow similar to this one.
Once the Approval Workflow is created, assign it to the channel that contains the documents to be researched and approved.
Now that the workflow is assigned to the channel, you can manage the documents through the approval process.
The Approver will have a specific channel definition that can then be used to manage approvals.
The Approver will see:
They can then set the workflow state to either return the document to the analyst or approve it.
If the document is set to Returned it will show up in the original analyst's channel.
Note that in the original workflow definition set the color for Returned to red so that it will stand out in the channel.
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