2 Approval flow

Before record the customer information, we could set up an approval flow for manager and director to approval it.

1 Back to Customer Application centre to create a new workflow

2 Create a new workflow form which similar with previous customer information

3 Design approval flow/workflow for this new customer creation

4 Create node for each approver or role

There are 3 different mode to create workflow

Summary mode

List mode

Flow chart mode - More visualised to view the approval flow

5 How to post data from workflow to module, Outsend data is used to update data from workflow to module

6 Set up field relationship

7 Set up field properties(Edit, non-edit, required)

8 DEMO

8.1 Fill in a new customer request form

8.2 After approval submitted, go back to check the customer master, a new record will created