- From the Management menu of the Navigation Bar, select Workflow Management.
The Workflow Management page displays. - Under the Vendor Approval Workflow Profiles section, select the name of the profile to edit.
- Select + Create Workflow.
A Create Vendor Approval Workflow dialog box appears. - Enter a name for the workflow.
- (Optional) Choose to send a notification when the Vendor approval is given an Approved status.
- Choose a workflow type:
- Parallel—Multiple Approvers approve the Vendor workflow in any order
- Serial—Multiple Approvers approve the Vendor workflow in a specific order
- Enter the number of Approvers.
- (Optional) Choose to include all users in the workflow.
- Assign a group to the workflow.
Note: This step is unavailable if you chose to include all users in the workflow.
- From the Available Groups box, select a group.
The selected group highlights in yellow. - Select the > (right arrow icon) to move the selected group to the Assigned Groups box.
- From the Available Groups box, select a group.
- (Optional) Assign additional groups to the workflow.
- Select Create.
A New final review workflow created message appears at the bottom of the Workflow Management page, and the workflow appears in the table. - (Optional) To activate the new workflow, select the red circle in the Status column.
Note: If the Vendor Approval Workflow Profile does not allow the Vendor Approval Initiation step, activating the new workflow will deactivate any existing workflows for future tasks. Existing tasks will still follow the previous workflow.