Creating a Custom Requisition Approval Workflow
The instructions in this section show you how to edit or add conditions, actions, transitions, and other components of the workflow. Before you make changes to a workflow or a state, you can read the description and process flow in the topic Requisition Approval Workflow States.
To edit a condition:
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To edit or add a condition for a workflow, group, action, and transition, open the workflow or state page.
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Click Edit for the component to be customized.
The screenshot shows the condition for a Set Field Value action of the Check User Purchase Limit state.
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Click the Visual Builder icon next to the Condition field to edit.
Instead of using the Visual Builder, if you need to specify your own formula, choose Custom Formula.
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Enter your own formula in the field provided.
For more information, see Working with Conditions.
To reorder actions:
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To view or edit an action, click Edit on the Workflow State page where the action is run.
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On the Workflow Action page, you can change the details and transfer the action to another state
After you transfer an action, record any dependent fields affected by this type of reordering.
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To create a new action within the state, click New Action.
For more information, see Working with Actions.
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To change the order of actions within a state, drag and drop the action before or after another one.
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Click Save.
To edit a transition:
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On the Workflow State page, click the Transitions subtab.
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For the transition record to be updated, click Edit.
You can select the state where the record should be moved to based on your conditions and triggers.
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To create a new transition, on the Transitions subtab, click New Transition.
When you create a new transition, it adds an arrow between the two states on the workflow diagram.
For more information, see Working with Transitions.
To add a custom field:
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To add a field, click the Fields subtab, and then click New Workflow Field or New State Field.
You can add a custom field to the workflow, called an instance custom field, or to the state, called a state custom field. For more information, see Working with Custom Fields.
You can edit custom fields on the page of the workflow or specific state where it is associated with. You can also access the field record from the Workflow or State tab located on the context panel beside the Workspace.
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In the Requisition Approval – Main workflow, you can edit the condition or other basic settings for the User Role Field.
Record the following fields that should not be edited or deleted in the Requisition Approval – Employee Center workflow:
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Workflow fields: Approval State, Approver, Highest Approver
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State fields: approval routing (Approval Routing Feature Check)
The next approver field can be edited based on how you plan on assigning the initial and next approver of the request. This field is used in the Entry and Set Next Approver states.
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