Approval workflows in Kodo represent business processes such as Purchase Orders, Invoices, and Advances that require multiple approvals before they can be executed. These workflows ensure that the necessary checks and validations are made at each stage of the process.
Key Elements of Approval Workflows:
Action: The specific action that triggers the approval workflow event, e.g., Submit, Amend, Edit/Update.
Approval Sequence: Defines the order of approvers required for different actions in the workflow.
Conditions and Condition Sets: Specifies rules that determine the approval path based on the form's attributes (e.g., amount, date).
Exception Cases: Handles deviations from the main approval path under specific conditions (e.g., a particular user can bypass certain approvers).
Default Path: The standard approval path that will be followed in case no conditions or an exception case is triggered.
Example: Let's say a Purchase Order (PO) is being submitted. The workflow can be set up as follows:
Action: Submit
Approval Sequence: First, the request goes to the Finance Manager, then the Procurement Head, and finally, the CFO.
Conditions and Condition Sets: If the PO amount is greater than $50,000, an additional approval step from the CEO is required.
Exception Cases: If the PO is greater than $50,000 and for a specific vendor (say a preferred vendor), the workflow skips the Procurement Head approval.
Default Path: If none of the conditions or exceptions apply, the approval follows the standard sequence from the Finance Manager to the CFO.