Modules
Workflow & Approvals
Approval workflows and form builder (orchestration; document storage is separate).
Requires modules: None
The catalog lists this module as Beta. Confirm with your team before you rely on it for critical work.
Before you begin
- Map one approval path from request to decision, including backup approvers.
- Identify which business record in another module the form updates.
- Agree note quality expectations for approve versus reject.
Setup steps
- Open Workflow & Approvals.
- Enable or build the pilot form your administrator prepared.
- Submit a sample request and complete approval with a second user.
- Confirm the related record in the source module reflects the outcome.
Day-to-day use
- Clear items in your approval inbox promptly.
- Leave concise notes on approve, reject, or change requests.
- Follow up in the source module if status does not match your decision.
Limitations and important notes
- The catalog marks this module as Beta. Review advanced workflows carefully before critical use.
- This guide does not state tax, payroll, or legal outcomes—your administrators and official sources define those.
- Screenshots come from a non-production example environment with synthetic data.
- On-screen permissions may differ from your company's final role design.
Example screens
