Accessing and Managing Workflows
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 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. This allows team members to review the draft before finalizing it. Saving as a draft ensures that the workflow can be ...
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 ...