You must be logged in to view this content. Login

.

a. The creation of workflow starts with submitter role, following by approver list, approval route, and process. You may create a document rule before you create a submitter role if there is a new document rule needed. To create submitter role, select Submitter Role.

A screenshot of a computer Description automatically generated with medium confidence

b. Go to Data Entry, and click New.

Graphical user interface, application Description automatically generated

c. Enter the necessary information. Then, click New at the bottom to add an expression.

d. Enter the expression filter. Then, click Update once complete. The expression will be updated at the section above.

e. Click Save. Else, click Save More to save and straight to create another user, or click Undo to cancel this creation.