How to Create Exception Cases in Workflow?
Under the condition set, click Add Exception Case to create an alternate approval path.
Define additional conditions that will alter the approval sequence (e.g., if the vendor is "Preferred Vendor," skip certain approvals).
Multiple exception cases can be created for a single condition set, allowing for greater flexibility in the workflow.
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How to Access Workflow Configuration in Kodo?
Log in to your Kodo account. Navigate to the Workflows section from the side navigation menu. Choose the form (e.g., Purchase Order, Invoice) you want to create or modify the workflow for. Click Edit Workflow to begin configuring or modifying the ...
How to create a Custom Role?
To create a custom role, follow these steps: Log In: Log in to your account and navigate to the Users section. Go to Roles: Click on the Roles tab or section. Create New Role: Click on the "Create Role" button. Fill in Role Details: Name: Enter a ...
How to Create a Condition Set?
In the workflow editor, click Add Condition Set. Define the conditions by choosing attributes, operators, and values (e.g., if "Amount" is greater than $5,000). The condition set will govern the approval path based on the defined rules.
How to create a User Group?
LogIn and Navigate: Log in to your account and go to the Users section. Click on the User Groups tab. Create New Group: Click the Create New Group button. A form will open for you to enter the group details. Enter Group Details: Name: Enter a unique ...
How to Publish a Workflow in Kodo?
Review the draft workflow thoroughly to ensure it meets all requirements. Once satisfied, click Publish to make it the active version. After publishing, any new form submitted will follow the new workflow. Forms that were submitted before the ...