How to Save a Workflow as Draft?
After making changes to your workflow, click Save as Draft.
Drafts are visible to all users with permission to configure workflows.
Saving as a draft ensures that the workflow can be reviewed and adjusted before going live.
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How can I save progress and preview my form?
Save as Draft allows you to save your progress to continue later. Only you can view and edit your drafts. Preview allows you to review your form before submission to see how it will appear to approvers and other users
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 ...
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 Use Condition Groups in Workflow?
Conditions within a set can be grouped using Condition Groups. Use Match Any (OR) or Match All (AND) logic to combine conditions. For example: If "Amount > $5,000 OR Vendor = 'Preferred Vendor'," the workflow could bypass certain steps based on ...
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 ...