Create a Workflow in a Spreadsheet

This task shows you how to use the spreadsheet templates available on the Manage Workflow Rules in Spreadsheet page to manage approval rules for the Asset Transaction workflow.

When creating approval rules, keep these points in mind:

• You must use Microsoft Excel version 2016 or later to create workflow rules.
• Every successful rule upload using a spreadsheet template overrides the existing rules for the workflow. You must enable Macros for the Microsoft Excel.

To create workflow rules in a spreadsheet, perform these steps:

1. In the Setup and Maintenance work area, search for the Manage Workflow Rules in Spreadsheet task.
2. Click the Manage Workflow Rules in Spreadsheet link.
3. In the Rule Templates section of the Manage Workflow Rules in Spreadsheet page, select the Asset Transactions Approval Workflow row.
4. Click the Download File button.
5. Select the template in the dialog box.
6. Save the template to your local computer.
7. Open the spreadsheet and define your workflow rules.
8. When you're finished defining your rules, click Generate Rule File in the Instructions tab to generate your rule file.
9. Upload the rule file to create your rules.
10. Verify the spreadsheet upload.

If the Manage Workflow Rules in Spreadsheet task isn't visible, perform these steps:

1. Sign into the application as a Financial Application Administrator.
2. Verify whether the Approval Routing Administration feature is enabled at Offerings > Financials > Opt in Features.
3. Click the Edit icon for Financials and scroll to the feature. If the feature isn't enabled, select the Enable checkbox next to the feature name.