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[docs] workflow page completed
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@@ -3,10 +3,16 @@
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"_label": "Workflows"
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}
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---
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In order to allow multiple people to submit multiple requests, for approvals, by multiple users, ERPNext requires you to fill the workflow conditions.
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ERPNext tracks the multiple permissions before submission.
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In order to allow multiple people to submit multiple requests, for approvals, by multiple users, ERPNext requires you to fill the workflow conditions. ERPNext tracks the multiple permissions before submission.
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Example of a leave application workflow is given below:
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If an user applies for a leave, then his request will be sent to the HR department. The HR department(HR User) will either reject or approve this request. Once this process is completed, the user's Manager(leave approver) will get an indication that the HR department has Accepted or Rejected. The Manager, who is the approving authority, will either Approve or Reject this request. Accordingly,the user will get his Approved or Rejected status.
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For Example, Multiple users may wish to apply for a leave. This request will be sent to the HR department. The HR department will either reject or approve. Once this process is completed, the user's Manager(leave approver) will get an indication that the HR department has accepted or rejected. Depending on the Managers approving authority, he will either override the HR request or continue to endorse it. Accordingly,the user will get his approval or rejected status.
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To make this Workflow and transition rules go to :
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@@ -28,3 +34,18 @@ To make this Workflow and transition rules go to :
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Example of a Leave Application Process.
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Go to the Human Resources Module and click on Leave Application. Apply for a Leave.
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When a Leave Application is submitted, the status on the right hand corner of the page shows as "Applied"
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When the HR User logs in, he can either approve or reject. If approved the status on the right hand corner of the page shows as Approved. However, a blue band of information is displayed saying approval is pending by leave approver.
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When the leave approver opens the Leave Application page, he should update the status to Accepted or rejected.
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