11 docs tagged with "workflows"

The Approval Workflows tab includes a comprehensive Help Drawer that you can open at any time by clicking the ❓ Help icon. It has three tabs:

📍 How to get here:

📍 How to get here:

📍 How to get here:

📍 How to get here:

📍 How to get here:

Real-World Example 1: Leave Workflow (Simple)

While the Step Properties panel handles who and how someone approves a document, SLA (Service Level Agreements) and Conditional Logic govern when and if the step executes.

The Step Properties Panel is the engine room of the Approval Workflow system. When you click a node in the Visual Graph Designer, this panel dynamically generates configuration options based on the global state engine.

The heart of the Approval Workflows system is the Visual Graph Designer — a drag-and-drop canvas where you build multi-stage approval paths.

The /org/settings?tab=approval_workflows route is powered by the ApprovalWorkflowsTab.tsx component. It serves as the primary controller for the entire Approval Workflow ecosystem, acting as the bridge between the backend database, the Module State Management (MSM) engine, and the visual WorkflowDesigner.