How to...
In addition to creating and editing approval workflows, you can assign another employee to complete approvals in your absence.
Related Topics:
- Create an Approval Workflow for an Application
You create approval workflows that will generate a review and approval process for submitted records in Vision. - Copy an Existing Approval Workflow to Create a New Approval Workflow
In Approval Workflows Configuration, you can create a new approval workflow by starting with a copy of an existing approval workflow. - Create a Backup Copy of an Approval Workflow
Use the Copy Current Approval Workflow feature in Approval Workflows Configuration to create a backup copy of an existing approval workflow. - Edit an Approval Workflow
You can make changes to an approval workflow in Approval Workflows Configuration. - Edit an Approval Workflow That Has Advanced Actions Added to It
Use caution when you edit approval workflows in Approval Workflows Configuration that have advanced actions added to them via User Initiated or Scheduled Workflows. - Make an Approval Workflow Inactive
An alternative to deleting an approval workflow is to make it inactive. - Delete an Approval Workflow
When you delete an approval workflow, it is permanently removed from Vision. - Assign Another Person to Perform Approvals in Your Absence
You can temporarily assign another person, called a delegate, to perform approvals in your absence. - Configure an AP Invoice Approval Workflow to Create AP Vouchers When AP Invoices Are Final Approved
AP vouchers can be automatically created in Accounting > AP Invoice Approvals for final approved AP invoices.
Parent Topic: Approval Workflows Configuration Overview