Why is Setting a Default Path Important in Workflow?
Setting a default path is a mandatory step in configuring a workflow.
It ensures that there is a fallback path if no conditions are met.
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Why is Setting a Default Path Important in Workflow?
Setting a default path is a mandatory step in configuring a workflow. It ensures that there is a fallback path if no conditions are met. For instance, if no conditions apply, the workflow will follow the default approval process to ensure that the ...
What is a Condition in Workflow Configuration?
A condition specifies rules that determine the workflow path based on attributes of the submitted form or the submitter's details. It includes: Attribute: The property of the form or submitter being evaluated (e.g., amount, date). Operator: Defines ...
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 ...
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 ...